Setting up a project or template for BD

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To manage and track your BD efforts, you begin by setting up a project or template as you do for any other project.

As part of setting up a project or template, you set up your project phases. When setting up a project or template for Business Development, you set up one or more Business Development phases, which you then use to manage and track your BD efforts.

Set up a template for Business Development to streamline entry for your BD efforts. Set up a Business Development phase and production phases to use for working on and billing the project should you win it.