iPad MS Validation 3
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![Page 1: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/1.jpg)
![Page 2: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/2.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 3: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/3.jpg)
![Page 4: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/4.jpg)
![Page 5: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/5.jpg)
![Page 6: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/6.jpg)
![Page 7: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/7.jpg)
![Page 8: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/8.jpg)
![Page 9: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/9.jpg)
![Page 10: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/10.jpg)
![Page 11: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/11.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 12: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/12.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan • Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 13: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/13.jpg)
![Page 14: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/14.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 15: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/15.jpg)
![Page 16: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/16.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 17: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/17.jpg)
![Page 18: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/18.jpg)
![Page 19: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/19.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 20: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/20.jpg)
![Page 21: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/21.jpg)
![Page 22: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/22.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 23: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/23.jpg)
![Page 24: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/24.jpg)
![Page 25: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/25.jpg)
![Page 26: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/26.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 27: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/27.jpg)
![Page 28: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/28.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 29: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/29.jpg)
![Page 30: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/30.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 31: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/31.jpg)
![Page 32: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/32.jpg)
![Page 33: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/33.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 34: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/34.jpg)
![Page 35: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/35.jpg)
![Page 36: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/36.jpg)
![Page 37: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/37.jpg)
![Page 38: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/38.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 39: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/39.jpg)
Account Plan approval
![Page 40: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/40.jpg)
Account Plan approval (in parallel)
![Page 41: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/41.jpg)
![Page 42: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/42.jpg)
Disclosure Questions – Approval
![Page 43: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/43.jpg)
Disclosure Questions Approval
![Page 44: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/44.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 45: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/45.jpg)
![Page 46: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/46.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 47: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/47.jpg)
• Marketing • Day in the Life• Mobile• Homepage• Alerts, Email, etc.
• Account Page• Lead to Opportunity• Prospect to Customer• Sales Process Coach• Account Plan • Sales Dashboard
• Workflows• Account Plan• Disclosure Approval• Quoting Integration
• Outlook Integration• Forecasting• Reporting
Demo Flow
![Page 48: iPad MS Validation 3](https://reader033.fdocuments.us/reader033/viewer/2022061202/546af550af795979438b705b/html5/thumbnails/48.jpg)