Pipeline by Stage
Recent Activity
Recovery Log
Every create, update, and delete (including business cards scanned on the phone) is recorded here with a full data snapshot.
Click Restore on any row to revert all data to the exact moment before that action.
Keeps the most recent 100 actions. Tip: download the log JSON below for an off-machine backup.
Entries
0
Last action
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Mobile sync
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Activity
Theme
Tip: pick on-brand colors. Changes save automatically.
Default Referral %
1099 / Tax Warning Threshold
IRS 1099-NEC default is $600. You'll be warned in the dashboard, the Networking tab, and right after marking a payment when this threshold is crossed for a contact without a W-9 on file.
Packages
Internal Storage (Local File)
Pick a .json file on your computer (works in OneDrive too). Every save auto-writes to that file. Open the CRM later and hit Reconnect to keep syncing. Requires Chrome, Edge, or Opera.
Cloud Sync (Mobile)
Not connected.
Pull business cards scanned on your phone into the Networking tab. Edits made here push back to mobile. Auto-sync runs every 60 seconds while this tab is open. Use Push Local Contacts to Cloud once to send any existing local-only networking contacts up so they appear on your phone too.
Data (Manual Backup)
Data lives in this browser AND in the connected file (if any). Export creates a one-time backup.