Business Development: How to Guide?
Step by step guide for essential activities on the BD dashboard
Adding BD Meetings
Easy guide to sync BD meetings using the Outlook Add-in
Adding Activity
These steps ensure that the firm's activities are well organised and accurately entered
How to run BD Activity Report
Important report to track performance, analyse trends and make BD decisions
How to share a BD Activity Report
Easily share BD reports with other users to keep informed on progress and insights
Syncing Email from Outlook
Quickly add information to Connect through our Outlook add-in
Creating Views
Simplify data management by customising, filtering, saving and sharing specific datasets