Place the deal, step 3
I keep BDM relationships warm
bips helps by: Set follow-up dates on BDMs so relationships do not go cold.
BDM follow-up reminders, part of the LRM
Follow-ups are grouped as Overdue, Today and This Week.
What you do
- Open a BDM
- Set a follow-up date
- Work the Follow-ups list
In the app: LRM, Follow-ups