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GBTestBD Workspace

Workspace

Records

Hub

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Signing in…

Dashboard

Your BD command center — pipeline, deadlines, and what needs you today

Next deadline — mo

⚠ Demonstration data — these SAMPLE accounts are fictional and excluded from every KPI. Remove them from the sidebar (Admin) before going live — real accounts are never affected.

Active Pipeline 0

Regulatory Deadlines

Activity Feed

0 / 0 done

Deadlines In Queue

Hand off to Claude

Clear the overdue stack in one move — Claude has the full account context.

Log activity

Type

What happened?

Logging an activity records a touch and resets this account's follow-up cadence.

New Account

Pipeline & automation settings

Result

New Task

Possible match — did you mean one of these?

Quick Capture

Three fields, one screen — for when you're on the floor and need to move fast. Everything else can be filled in later.

Full name *

Company *

Note

Compose follow-up