- Add or confirm organization profile
- Add BD staff users
- Add first prospects
- Add first contacts
- Schedule first follow-ups
- Review dashboard
- Check language setting
| Send concept note outline to CSR manager.Acme CSR Foundation |
high |
| Verify contact route through referral.Family Office Prospect |
2026-06-18 |
| 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 |
| Malaria/VBD Public Health Concept NoteFounder Review |
2026-06-28 |
| Live Verification RFP: Public Health PartnershipVerification Foundation |
2026-08-15 |
| Live n8n Smoke Test RFPSmoke Test Foundation |
2026-09-01 |
| RFP - Selection of Consulting Agency for Development of Government-ready R... PATH Location: India Apply by: 06 Jul 2026PATH |
2026-07-06 |
| Tender Notice for Pond Desiltation at Hooghly, West Bengal WaterAid India Location: Aima Soshankali, Dadpur GP, Hooghly, West Bengal Apply by: 01 Jul 2026WaterAid India |
2026-07-01 |
| RFP - Hiring an agency for supplementary Scoping Study on Technology-Facil... UN Women Location: India Apply by: 07 Jul 2026UN Women |
2026-07-07 |
| RFQ - Baseline Study Community Development: From Margin to Many – Phase III Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by: 3(CNI-SBSS) |
2026-06-30 |
| RFP - Selection of Consulting Agency for Development of Government-ready R... PATH Location: India Apply by: 06 Jul 2026Public Health |
2026-07-06 |
| Tender Notice for Pond Desiltation at Hooghly, West Bengal WaterAid India Location: Aima Soshankali, Dadpur GP, Hooghly, West Bengal Apply by: 01 Jul 2026Public Health |
2026-07-01 |
| RFP - Hiring an agency for supplementary Scoping Study on Technology-Facil... UN Women Location: India Apply by: 07 Jul 2026Public Health |
2026-07-07 |
| RFQ - Baseline Study Community Development: From Margin to Many – Phase III Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by: 3Public Health |
2026-06-30 |
| TOR for Consultants: Fairtrade Certification Support in Alluri Sitaramaraj... Fairtrade India Project - CSM Location: Alluri Sitharama Raju, Andhra Pradesh Apply by: 01 Jul 2026Public Health |
2026-07-01 |
| RFQ - Annual Report Content Development, Design, Layout & Production Servi... Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by:Public Health |
2026-06-30 |
| RFP - Providing Integrated Doorstep TB Diagnostic (Chest X-ray, QuantiFERO... William J. Clinton Foundation (WJCF) Location: Delhi Apply by: 11 Jul 2026Public Health |
2026-07-11 |
| RFP - Hiring vendor/agency for the Procurement of Laptops Jhpiego Location: India Apply by: 24 Jun 2026Public Health |
2026-06-24 |
| RFP - STEM Education Consultant for Government Schools MAMTA Health Institute for Mother and Child (MAMTA) Location: India Apply by: 29 Jun 2026Education |
2026-06-29 |
| RFQ - End-line Evaluation — Community Development: From Margin to Many – P... Synodical Board of Social Services of The Church of North India – (CNI-SBSS) Location: India Apply by:Public Health |
2026-06-30 |
| Tender Notice for 5 km Canal Deepening work at Hooghly, West Bengal WaterAid IndiaPublic Health |
2026-07-01 |
Daily report reminderBefore the day ends, make sure calls, emails, meetings and next follow-ups are logged.