Biz Dev Questionnaire



Every action you take in 8 sections is recorded in History:

1. For the Future

2. Plan Pal

3. Referrals

4. Target Notes

5. Target Other Items

6. Targets

7. To-Do's

8. Top of Mind

If you want to see a prior action in one of these categories, select it in the Type box or select "All" for all entries. Then, click on Apply.

Items are entered in History with the most recent entry at the top of the stack and is date-stamped.

Deleted or completed items can be returned to their original section.