Tutorial

FYI

Biz Dev Questionnaire

Substantiation

Target To-Do's

It is important to be clear about your next step with each target. This is where you document what you want to do. You can access a target to-do via your computer or your mobile device. If you enter data using your mobile device, you will need to refresh your main site to see your new data. Or the program will automatically refresh within 5 minutes.

When you enter a target to-do, it will appear on the Target Worksheet and also on your To-Do list (and be identified with the bulls eye icon).

Note. If you delete a Target, any to-do's will be removed from your to-do list.