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Phil’s BD training colours each contact by how far you have got with them. Hire works out the same status from your calls and meetings, so you never set it by hand.

Steps

  1. Open Contacts. The BD status column sits after Warmth.
  2. Filter or group by BD status to see who you have not called yet.
Contacts with the BD status column after Warmth: one contact Met, the rest Not contacted

What each status means

A target’s Decision-makers show the same status next to each name. Called only means the call happened. When a company shows no interest, move its target to Lost.