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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
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
Security Alerts
Per-event control over in-app bell notifications and email alerts. Email fires only on high or critical severity. Owners and managers auto-subscribe to email on critical events.
Recent Alert Deliveries
Last 10 alert dispatches across the team. Forensic trail for compliance.
Support
Email us for help, account issues, or anything urgent
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
Templates auto-fill with owner data when generating a PSA. Upload via the authoring assistant — Claude extracts every value to parameterize.
Recent Activity
Your account activity log.
No recent activity
Follow-Up Queue
Project Settings
Project Name
Client / Company
Location
Property & Wells
Saved
Danger zone
Deleting this Project Area is permanent and cannot be undone. All owners, calls, and notes within it will be lost.
View audit log for this project →Deal Pipeline
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Multi-Asset Owners
Owners with interests in 2+ properties