Yes, you are able to backup all of your contacts, companies, deals, cases, and tasks at any time. To backup your data go to Settings > Backup and Exports, Click New Backup, and then select any or all sections you would like to backup and then click Export. 

Once it is finished, there are 2 ways to download in the data:

  • You'll get an email to download a CSV for the different sections you backed up.
  • You can refresh the Backup & Export page, and click the download button.
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