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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.

4 min read Updated Managers, trainers, and sales users

Use demo mode to teach, present, or explore features without changing operational records.

The Try Demo page introduces the sample workspace before you open it; use this guide to plan a training or sales walkthrough.

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.

The public demo page explains the sample workspace before you open it for a guided walkthrough.

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.

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