Good morning ☀️
Here's who needs your attention today.
🏢 Companies
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🔴 Overdue Follow-Ups
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🟡 Due This Week
🏢 Office Visits Due
All Contacts
Companies
Filter contacts by GC and their offices
Deals Summary
From your Sales Goals entries · click deal count to see details
| Company | Deals | Total Amount |
|---|
Company Contacts
Team
Manage who has access to BD Tracker
Invite a colleague
They can sign up with any email address — no domain restriction.
Team members
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Follow-Up Schedule
Everyone sorted by urgency
Office Visits
Contacts flagged for an in-person office visit
Projects & Revenue
Bid history and revenue by client
Gift Tracker
Ideas and sent gifts across all contacts
Important Dates
Birthdays, anniversaries & key dates
Client Map
Geographic view of your GC relationships
Has contacts
Has revenue
Contacts + revenue
No contacts
Visit Prep
Research checklist before every client meeting
Sales Goals
Quarterly progress with rollover, plus your LOI pipeline