Requirements 1. Account calendar on account thing inspector ac7vity facet 2. Account calendar as an alterna7ve view of account dataset, users should be able to drag and drop 3. My calendar at Tour Planning dataset as an alterna7ve view
Account Thing Inspector Actions!
Preview!
ACTIVITIES Day
Week
PRODUCTS Month
List
!
All Activities !
<
Tuesday November 12, 2013
7 am! 8! 9! 10!
meet Product Manager Joe Doe! Jonny Smith!
11!
meet Product Manager Joe Doe!
12!
Johnny Smith!
1 pm! 2! 3!
meet Product Manager Joe Doe!
4!
CRM OPS!
5! 6! 7! 8! 9! 10! 11!
RESULTS! All Activity Type ! >!
New!
Account Thing Inspector Actions!
Preview!
ACTIVITIES Day
Week
PRODUCTS Month
List
RESULTS!
!
All Activities !
<
Tuesday November 12, 2013
All Activity Type !
New!
>!
7 am! 8! 9! 10!
meet Product Manager Joe Doe! Jonny Smith!
11!
meet Product Manager Joe Doe!
12!
Johnny Smith!
x! When: Tuesday, November 7! 8:00am – 10:00am! !
1 pm!
What: ! !
2!
Participants:!
3!
meet Product Manager Joe Doe!
4!
CRM OPS!
5! 6! 7! 8! 9! 10! 11!
CRM OPS, !
! ! Save!
Cancel!
Account Thing Inspector Actions!
Preview!
ACTIVITIES Day
Week
PRODUCTS Month
List
! <
Sun 11/3
Mon 11/4
RESULTS! All Activities !
November 3 - November 12, 2013 Tue 11/5
7 am! 8! 9!
meet Product Manager Joe Doe!
10! 11! 12!
meet Product Manager Joe Doe!
1 pm! 2! 3! 4! 5! 6! 7! 8! 9!
meet Product Manager Joe Doe!
All Activity Type !
meet Product Manager Joe Doe!
Wed 11/6
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!
Account Thing Inspector Actions!
Preview!
ACTIVITIES Day
Week
PRODUCTS Month
List
!
All Activities ! <
Sun
Mon meet Product Manag! meet Product Manag!
Tue
RESULTS! All Activity Type !
November 2013 Wed
Thu
New!
>! Fri
Sat !
Account Thing Inspector Actions!
Preview!
ACTIVITIES Day
Week
PRODUCTS Month
List
!
RESULTS! All Activities !
All Activity Type !
Activities! < All Tuesday November 12, 2013 Sun
Mon meet Product Manag! meet Product Manag!
Tue
My Activities! Wed Thu My team’s Activities! Jo’s Activities!
New!
>! Fri
Sat !
1
Sam’s Activities! Qu’s Activities !
1. For a mix of ac7vi7es, use color code for different ac7vity owners with 25% transparency, sequence can be: #3cbac8 #93edd4 #f3f5c4 #f9cb8f #f19181
Account Dataset FEED CUSTOMERS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > ACCOUNTS: My Accounts (102) Find…
New Activity with ! MD Corporation!
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Day
Month
List
! <
Sun 11/3 7 am! 8! 9!
meet Product Manager SD Corporation!
10! 11! 12!
5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
1 pm!
6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
3!
7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
5!
8. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Week
meet Product Manager SD Corporation!
2!
4!
6! 7! 8! 9!
meet Product Manager MD Corporation!
Mon 11/4
All Activities !
Loca%on(city, country, zip)
All Activity Type !
November 3 - November 12, 2013 Tue 11/5
Wed 11/6
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!
Account Dataset FEED CUSTOMERS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > ACCOUNTS: My Accounts (102) Find…
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Day
Week
Month
List
! <
Sun 11/3
Mon 11/4
Loca%on(city, country, zip)
All Activities !
All Activity Type !
November 3 - November 12, 2013 Tue 11/5
Wed 11/6
7 am! New Activity with ! MD Corporation!
8! 9!
meet Product Manager SD Corporation!
10! 11! 12!
5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
1 pm!
6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
3!
7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
5!
8. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
7!
meet Product Manager SD Corporation!
2!
4!
6!
8! 9!
meet Product Manager MD Corporation!
Activity Type! Appointment!
Edit!
Save!
Cancel!
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!
Account Dataset FEED CUSTOMERS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > ACCOUNTS: My Accounts (102) Find…
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Day
Sun 11/3 7 am!
3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
9!
5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Month
List
! <
2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Week
meet Product Manager SD Corporation!
10!
12!
meet Product Manager SD Corporation!
1 pm! 2!
6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
3!
7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
5!
8. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
7!
4!
6!
8! 9!
meet Product Manager MD Corporation!
All Activity Type !
November 3 - November 12, 2013 Tue 11/5
New Activity with ! MD Corporation!
8!
11!
Mon 11/4
All Activities !
Loca%on(city, country, zip)
Wed 11/6
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!
Account Dataset FEED CUSTOMERS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > ACCOUNTS: My Accounts (102) Find…
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Day
Week
Month
List
! <
Sun 11/3
Mon 11/4
All Activities !
Tue 11/5
8! meet Product Manager SD Corporation!
10! 11! 12!
5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
1 pm!
6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
3!
7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
5!
8. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
7!
meet Product Manager SD Corporation!
2!
4!
6!
8! 9!
meet Product Manager MD Corporation!
All Activity Type !
November 3 - November 12, 2013
7 am!
9!
Loca%on(city, country, zip)
meet Product Manager ! MD Corporation!
Wed 11/6
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!
Tour Planning FEED VISITS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > VISIT PLANNER Find…
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Sun 11/3
8!
3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
10!
4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
9!
11! 12!
New Activity with ! MD Corporation! meet Product Manager SD Corporation! meet Product Manager SD Corporation!
1 pm! 2! 3! 4!
Tue 11/5
1
7 am!
2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Mon 11/4
meet Product Manager MD Corporation!
5! 6! 7! 8!
8. MD Corpora7on 9! 1. For tour 400 planning, all tm he ac7vi7es old page ill nrew oad, Palo will be appointment Alto CA 30432, US
Wed 11/6
Loca%on(city, country, zip)
Thu 11/7
Fri 11/8
Sat 11/9
!
Tour Planning FEED VISITS PEOPLE MARKETING SALES ACTIVITIES ANALYSIS COMPETITORS PRODUCTS > ACCOUNTS: My Accounts (102) Find…
1. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 2. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 3. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US 4. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
Day
Week
Month
List
! <
Sun 11/3
Mon 11/4
All Activities !
Tue 11/5
8! meet Product Manager SD Corporation!
10! 11! 12!
5. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
1 pm!
6. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
3!
7. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
5!
8. MD Corpora7on 400 old page mill road, Palo Alto CA 30432, US
7!
meet Product Manager SD Corporation!
2!
4!
6!
8! 9!
meet Product Manager MD Corporation!
All Activity Type !
November 3 - November 12, 2013
7 am!
9!
Loca%on(city, country, zip)
meet Product Manager ! MD Corporation!
Wed 11/6
New!
>!
Thu 11/7
Fri 11/8
Sat 11/9
!