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The Business Development (BD) pipeline tracks company opportunities from first contact through to active recruitment engagement. It’s designed to help you manage new business relationships — use it for prospecting and account development, not for tracking live roles or individual candidates. That distinction is what sets it apart from the submissions pipeline.

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Accessing the BD Pipeline

1

Go to Pipeline

Click Pipeline in the main navigation.
2

Click the Business Development tab

Select the Business Development tab at the top of the page to switch from the submissions view to the BD pipeline.
Viewing the BD pipeline requires the companies_view_all permission. If you don’t see the Business Development tab, contact your admin to check your access level.

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BD Stages

Each BD record has a stage that reflects the company’s current status in your business development process.
There are four prospect stages to reflect where you are in the conversation:
  • Prospect — you’ve identified this company as a potential client
  • Prospect (Cold) — early outreach, no warm relationship yet
  • Prospect (Lead) — there’s a lead or referral to follow up
  • Prospect (Negotiating) — actively in conversation about terms or engagement
The client has signed on and is ready to work on roles with you.
An active, invoicing client relationship — they’ve signed and you’re billing them.
Currently engaged and working roles with you.
No current activity. Keep inactive companies in your pipeline so you can re-engage them in future.

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Working with BD Records

The BD pipeline is a filterable list view, not a drag-and-drop Kanban board. To change a company’s stage, open the company record and update the status from there. Here’s how to get the most from BD records:
  • Link to a company — every BD record is attached to a specific company in Connekt. Open the company record to see the full relationship history alongside the BD stage.
  • Log activities — record calls, emails, and meetings directly on the company record to build a complete outreach history. This makes it easy to pick up where a colleague left off.
  • Update stages from the record — navigate to the company, click the current BD stage, and select the new one to reflect where the relationship has moved.

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BD Pipeline vs. Submissions Pipeline

It’s worth understanding the difference between the two pipelines so you use the right one for each situation.
Use both pipelines together for the clearest picture of your business. The BD pipeline shows you what new clients are coming through, while the submissions pipeline shows you the active recruitment work happening with your existing clients.