Evitas Organization Admin Organization Admin

Evitas Foundation

Today

Your daily BD work queue: follow-ups, overdue work, meetings, proposals and updates.

Daily work focus Secure workspace

First-use checklist

  • Add or confirm organization profile
  • Add BD staff users
  • Add first prospects
  • Add first contacts
  • Schedule first follow-ups
  • Review dashboard
  • Check language setting

Follow-ups due today

Send concept note outline to CSR manager.Acme CSR Foundation high

Overdue follow-ups

Verify contact route through referral.Family Office Prospect 2026-06-18

Meetings this week

Initial CSR discussion completed.Acme CSR Foundation 2026-06-19

Prospects needing verification

Family Office ProspectHNI Mumbai
Narmada Textiles CSRCSR Company Indore
Live Save Verification 1782294486976CSR Company Gwalior

Opportunities needing update

Public Health CSR GrantProposal Drafting medium
Digital Public Health Monitoring GrantFollow-up Ongoing medium

Proposals due

Malaria/VBD Public Health Concept NoteFounder Review 2026-06-28
Daily report reminder

Before the day ends, make sure calls, emails, meetings and next follow-ups are logged.