How to create your own opportunities, projects and invoices
First published on November 15, 2024 , updated on July 3, 2025How to Create Your Own Data in VOGSY
Your VOGSY trial environment is fully functional, meaning you can go beyond exploring the sample data and start creating your own items like contacts, leads, opportunities, projects and invoices.
This guide explains how to begin and highlights one important safety feature in your trial.
Creating and Emailing in Your Trial
You can use and test all of VOGSY's features and functionalities. The only exception is a safeguard we've put on outgoing emails.
Email Safeguard: During the trial, documents you create like quotes and invoices will not be sent to external email addresses (e.g., your clients). Instead, they are automatically rerouted to your own internal email address for you to review.
This safeguard is removed as soon as you subscribe to VOGSY.
How to Create New Items
The easiest way to create anything new in VOGSY is by using the "New" button.
Locate the "+ New" button at the top left of the main menu.
Click the button to open a dropdown menu.
Select the item you wish to create (e.g., Person/Contact, Organization, Opportunity, Project).
A new screen will open for you to fill in the details.
Need Help?
If you have any questions or need assistance while creating your own data, we're to help.
Just send us a note at trialsupport@vogsy.com.