Export and transfer are available to the Primary user only. Exports and backups are included on paid plans.
Export Organization Data
One JSON file with everything — company details, users, match profile, pursuits, notes, and the audit log. Use it to transfer or archive your data at any time.
Weekly Backups
Backups are kept for 3 months. Create one now, or download any backup in the list.
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Transfer Ownership
Hand the Primary role — and ownership of this account — to an active member of your organization. Type their email address twice to confirm.
Promote A Successor
Promote a member or invited successor to Executive so they are ready to receive ownership.
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