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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

!


Calendar for Retail