Contact Book
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Wells/Properties
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Personal Information
Your name and contact details visible to team members.
How you appear to your team
Used for login and notifications
Optional — for team contact
Export My Data
Download a JSON file of records attributable to you across every team you belong to: profile, call logs you wrote, audit log entries, team memberships, and any TCPA consent overrides you authorized. Used for GDPR / SOC 2 individual data-portability requirements.
Delete My Account
Anonymizes your name, email, and phone immediately across every team. After a 30-day grace period the account is hard-deleted along with audit records that reference you. You'll be signed out automatically.
If you're the only owner of any team, transfer ownership or delete the team(s) first. Contact support within 30 days to undo.
Preferences
Customize your experience.
Set a daily target to stay on track
Light or dark mode
Daily briefing card message
Rotating motivational greetings
Auto-logout after idle period
Send a reset email
Authenticator app (TOTP)
Manage logged-in devices
Notifications
Choose what you get notified about.
Status changes, documents, closing dates
Overdue and upcoming call reminders
New members, role changes, invites
Email Digest
Receive a summary email with your key stats
Support
Report bugs, request features, or flag data issues
Sign out of your account
Team & Subscription
Your workspace details.
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Professional
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PSA Templates
Upload Word or PDF templates to auto-fill with owner data.
Recent Activity
Your account activity log.
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Follow-Up Queue
Project Settings
Project Name
Client / Company
Location
Property & Wells
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Deal Pipeline
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Multi-Asset Owners
Owners with interests in 2+ properties