Track prospects, partners, and opportunities in one pipeline. Link entries to Business Plan context and create follow-up tasks.
Who this is for
Workspace members with access to BD Log from the sidebar.
Before you start
BD Log enabled for your workspace.
Steps
BD Log from the sidebar.
Click Add Update to log a prospect, partner conversation, or opportunity.
Set status, value, and next steps.
Create a task from an entry to track follow-up in Tasks.
Filter and sort the log to focus on active opportunities.
What you should see
Entries appear in the BD Log with current status and next steps. Linked tasks show follow-up work in Tasks.
Troubleshooting
BD Log is not in the sidebar Ask an admin to confirm your role has access. BD Log is a primary nav item when enabled.
Cannot link to Business Plan Open the entry and use the Business Plan link field. You need access to Business Plan.
Task was not created from entry Use Create task from the entry menu and pick a list.
Common questions
How is BD Log different from Contacts?
BD Log tracks pipeline entries and outcomes. Contacts stores people and companies {{aiName}} can reference.
Can I export the log?
Use filters to focus the view. Export options depend on your workspace reporting setup.
Does {{aiName}} use BD Log?
Yes. {{aiName}} specialists and meeting briefings can reference BD Log context.