Creating a BD

Business Development (BD) projects can be initiated from two different locations in the system, providing flexibility in how you manage your business development activities.

Access Points
You can create a BD project from either:

- Within a company record

- The Home page

Required Information
The following minimum criteria must be provided to create a new BD project:
Company Name, Job Title, Framework, Projected Start Date, Location and Geography, Departments Probability and Industry.

Creation Process
• Enter all required minimum criteria, along with any other known information.
• Click Save and Next to navigate to each relevant section (Basic Information, Team Info, Billing Details)
• Click to create the new project

Best Practices
- Ensure all required fields are accurately filled out before creation
- Double-check the probability of winning assessment
- Verify the projected start date aligns with project timelines
- Review all information for accuracy before final submission