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SCHEDULE
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WORK DUE
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FOCUS
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THIS WEEK
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CADENCE
Today's work queue
Upcoming (next 7 days)
Needs a touch
Military blocks
Milestone log
Path to $10k/month & EAS
🤖 AI Deal Review Queue
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Active Deals
Gmail account slot
If the Gmail button opens the wrong account, change the slot number. In Chrome: 0 = first Google account, 1 = second, 2 = third. Check by going to mail.google.com — your work email will be at one of these slots.
Tip: open mail.google.com and look at the URL after switching accounts — the number after /u/ is your slot.
⭐ Full backup — recommended
Exports everything: contacts, all tasks, activity logs, notes, score history, photos, work blocks. This is your complete CRM state. Use this to back up and restore across devices or browsers.
Tip: do this weekly. One file restores everything.
Export contacts to CSV
Flat spreadsheet of contact info — good for analysis in Excel or dropping into Claude for pattern review. Does not include task history, photos, or scores.
Import contacts from CSV
Upload a CSV to add contacts in bulk. Existing contacts with the same name are skipped. Use the full backup restore to move complete data.
Clear all data
Permanently removes all contacts, tasks, and blocks from this browser. Cannot be undone — download a full backup first.
Display
Adjust text size for easier reading. Applies immediately and is remembered on this device.
Profile Coming soon
Primary email, phone, and industry — industry selection will determine which operator-score inputs and playbook automations apply (e.g. CRE broker vs. auto sales vs. HVAC).
Security
Change your username or password. Your current password is required to confirm the change.
Billing Coming soon
Payment method and subscription details will live here.
Team & admin Coming soon
For managers with employees in the system — permissions, seats, and what team members can see or edit.