Today
Outreach
Cold engine — separate from the pipeline until they bitePipelines
Contacts
Appointments & tasks
Settings
Cadence tiers
Next touch due = last touch + the tier interval. Logging any touch resets it.
Back up everything
One JSON file with every record and every logged history. This is the file to hand Claude if anything ever needs restoring — the CSVs below are for reading in a spreadsheet, not for rebuilding. Worth doing monthly.
Restore from a backup
Loads a backup file straight back in. This is how you move everything to a new copy of the app without touching a database. Records already here with the same id are left alone unless you tick replace.
Export to CSV
Records from a previous account
Moving between platforms changes your user id, so records can arrive still pointing at the account you had before. They are all here — the app just does not recognise them as yours, so they stay hidden. Claim the one that was you. Anything belonging to someone else, leave alone.
Records with no owner
A record with no owner counts as yours while you are the only one signed in. The moment anyone else signs in, it counts as theirs too. Claim the ones that are yours so each person sees only their own. Records under a typed name like Logan are not listed here.
Storage
Keyboard
⌘K search · N new person · C new company · D new deal · T new task · L log touch · 1–5 views · Esc close