New account Add a business to your territory Back up to a file Everything, including photos — save it off the device Restore from a file Replaces everything currently on this device Start fresh Wipes every account on this device — no undo

Your data is held on this device only. Nothing is stored on a server, so a backup is the only copy if the phone is lost.

There is no undo, and no copy on a server. If there is anything in here you want to keep, back it up before you do this.

Back up first

Account Date What happened

Task By when Done

Relationship Neutral Positive Needs work Personal notes — the stuff that isn't on a business card

Business name Address Info

Where / how much Notes Obsolete — can't be bought new Needs following up Follow up on