Sam spends the first part of his day looking at new requests. He opens ContactLens and is immediately looking at contact cards from new requests. He can approve them, save them for later, or deny them. He approves this one. After approving this one it flies to the top right, to indicate that's where other contacts are.
He then clicks on the list icon to go to the task list page. Here Sam sees all the people he needs to contact with a quick link "focal point" which is the best way to contact that person at this time (given the history of the relationship). He can click the down arrow to push the task until later so it slides away.
He then clicks on a specific task item to engage with that contact. Here he sees a condensed history (just a text and icon based list) of their previous interactions. On the right he sees his focal points for that customer (the best ways to engage with them) in a sorted order. He clicks on the tweet one, writes a tweet, and clicks the check button to mark the task as completed.
Design Highlights
- Streamlined and iconographic, task oriented to help salespeople do the specific tasks they need to do today
- Integrated contact information in one place redundant information removed
- Focal points: The best way to contact this person given your history and stage of the relationship, sorted in decreasing order
- Options to save things for later so you can easily have them brought back again
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