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Account deletion
Confirm deletion status
The server’s response was interrupted. Your account may already be deleted. Your records are hidden while we check. Keep this page open to finish the same deletion request.
This retries only the deletion you already confirmed. Returning to sign in does not cancel a deletion the server has received.
Account deactivation
Confirm deactivation status
Deactivation could not be confirmed. Your account may already be deactivated. Your records are hidden while we check. Keep this page open and enter your password to retry.
Your saved records are retained. Signing in again with your existing email and password reactivates your account. Any Apple subscription must be managed separately with Apple.
Weekly KPI report
Your week in review
Keep your promises
Follow-ups
Next steps with a confirmed due date from your reviewed, synced meetings. Mark them done or change the date here. Your original meeting and report details stay the same.
The change could not be confirmed. Retry the same change, or refresh to review what is saved.
Unsaved outcome
Your relationships
Customers
Customers come from your reviewed, synced meetings. Held counts include phone conversations and every completed meeting type.
Duplicate contacts
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Meeting history
Customer history
Contacts
One customer can have several contacts. Removing or merging a contact keeps all past meeting notes and reports.
Every conversation, in one place
Meetings
Browse all saved meetings and plans. Expand a row for every detail, or review it to edit or delete. Sync your iPhone before refreshing to include its latest changes.
Your reporting record
Report history
Saved report weeks
Open a week to review its current meetings and report details.
Generated spreadsheets
Download the exact saved version, even if the meetings or weekly report have changed since it was generated.
Your account
Settings
Subscription
iPhone and web
One subscription covers one salesperson on both.
Subscribe or restore purchases in the iPhone app under Settings → Subscription and billing.
Manage billing
Signed-in devices
Review where your account is signed in. You can sign out a device you no longer use.
Change password
Your password is shared by the website and iPhone app. Changing it signs out your other devices. This browser stays signed in.
Deactivate account
Take a break and sign out on every device. Your customers, contacts, meetings, and reports stay saved. Return by signing in with your existing email and password.
Save any unsaved changes first. Deactivating does not cancel an Apple subscription. Manage or cancel your subscription with Apple separately.
Delete account permanently
Permanently delete your account, customers, contacts, meetings, and saved reports. Copies already downloaded or saved on other devices may remain.
Deleting your account does not cancel an Apple subscription. If you subscribe through Apple, manage or cancel your subscription with Apple separately.