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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 compose account
Controls which already-signed-in Google account opens when The Platform launches a Gmail compose link. This does not connect Gmail to The Platform or authorize email ingestion.
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).
Email connections
Connect email so The Platform can build institutional memory and decision support from your business communications.
Google · Gmail
Read-only access.
The Platform can read message content and metadata, associate communications with relationships and opportunities, and use relevant communications in memory and intelligence.
It cannot send, modify, or delete Gmail messages.
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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.
Session
Sign out of The Platform on this browser.