My targets

Who it's for

If business development is one of your jobs, not a department, you probably don't need a full CRM. You need to know who to call today and what you said last time. My targets does that, next to the signals that tell you when to reach out. If you already use HubSpot or Salesforce, you can keep using them; see Import and export.

The six stages

1. 1
   To contact. You've picked the company but haven't reached out.
2. 2
   Contacted. You've sent the first message.
3. 3
   Replied. They wrote back. These show first on your Today panel.
4. 4
   Meeting. A call or meeting is booked.
5. 5
   Won. They became a client.
6. 6
   Lost. Not now. You can move it back any time.

The first four are your open pipeline. The number and total deal value at the top of the page count only those.

Board and list

Open My targets from the left menu. The board shows a column per stage: drag a company to another column to change its stage. Switch to the list view for a compact table, which is easier on a phone. The This week strip counts what you got done in the last seven days: messages sent, replies, meetings, wins and companies added.

Working one company

Click any company to open its panel. Everything saves as you type.

1. 1
   Stage. Pick one, or drag on the board.
2. 2
   Deal value. What the work is worth to you, in dollars. It adds up at the top of the page.
3. 3
   Next step. Write what you'll do and pick a date, or tap Tomorrow, In 3 days or Next week. On that date it shows on your Today panel as a follow-up.
4. 4
   Contact. Name, title, email and LinkedIn. Not sure who? Pick from the people Fundz suggests for that company.
5. 5
   Notes. Call recaps, what they said, anything you want to remember. Notes sit in a timeline with every stage change, message sent and piece of news.

From the same panel you can start a SmartSend, open the contact's LinkedIn, or open the company's full Fundz profile.

Adding companies

1. 1
   Type a name into Add a company by name at the top of My targets.
2. 2
   Click Add to targets on any company page, signal page or list row. See Add to targets.
3. 3
   Click Add to targets on a new lead in Today.
4. 4
   Import a spreadsheet. See Import and export.
5. 5
   Tell Ask Fundz: "add Stripe to my targets".

When you add a company without naming a person, Fundz fills in the best-fit contact it can find, so SmartSend is ready straight away. You can change it at any time.

What updates on its own

Sending a SmartSend moves the company to Contacted. A reply moves it to Replied, and a booked meeting moves it to Meeting. Automatic updates only ever move a company forward, and never out of Won or Lost. Signals at your open targets show on your Today panel, and can also come by email; see News at your targets by email.

Removing a company

Click Archive in the company's panel. It leaves your board, and you'll see an Undo for a few seconds in case you didn't mean it.