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Use demo mode for training and sales walkthroughs
Use demo mode when you need a safe environment for training, practice, or product walkthroughs without changing real company data.
Use demo mode when you need to teach, present, or explore without risking real operational data.
It is especially useful for sales walkthroughs, new-manager training, and first-pass feature practice.
Quick facts
Start here
- Demo mode is for safe exploration, not real setup.
- Use it when the goal is understanding the workflow, not completing a live task.
- Move back to the real workspace only when the team is ready for real setup.
Step 1: Enter the demo path on purpose
Open Try Demo when the goal is training or presentation instead of live configuration.
Step 2: Keep the goal clear
- Use demo mode for teaching the workflow and naming the major screens.
- Move back to the real workspace when you are ready to make live settings and real records.