My Company icon should drop down to -Playbooks -Pages -Analytics -Settings (Company Wizard + suspend, contacts, help topics etc.) -Partnerships

My Company  Playbooks Playbooks Start a New Playbook Owner: Name of playbook owner Playbook 1 Owner: Name of playbook owner Playbook 2 Replace with: Playbook Content: Action Requests: xx; Documents: xx; Questions: xx; Links: xx; xx

My Company  Playbooks  Start a New Playbook  About PB Name: Description: Image: Publish Cancel Upload Customer Presentation About Playbook Selling StagesPlaybook Team

Type Follow up Document Follow up My Company  Playbooks  Start a New Playbook  Selling Stages About Playbook Selling StagesPlaybook Team Publish Cancel

My Company  Playbooks  Start a New Playbook  PB Team Publish Cancel About Playbook Selling StagesPlaybook Team

My Company  Playbooks  Click on a Playbook  Playbook Page Only page owners/admins see the playbook Playbook Feed Title and Description Presentation View Needs Research Team Solution Note will be ; Has subject and message field Selling stage category Content category Privacy: Playbook (always)

Playbook management Edit Playbook opens the ‘start a new playbook’ wizard. Clone Playbook opens the ‘start a new playbook’ wizard with the name field empty. Delete Playbook – Add here Stage: LEAD Playbook 1

NEXT PHASE

Playbook integration with deal pages When deal page is created, owner has the option to assign a playbook to the deal page. Upload Customer Presentation Show this presentation to customers Page Title: Page Description: Page Image: Select Playbook: (optional) Playbook 1 Select the presentation from the playbook

Confidential deal pages – Playbook feature Only page owners see the playbook dropdown FilterPlaybook Confidential deal page icon

Playbook Content Card 1 (type – ) Card 2 (type – document) Input box with – , document, need, note, link, action request ‘Add’ button instead of ‘Share’ Privacy option is always Playbook Two Categorization options – content type and selling stage Execute Execute on each card will have two options; Post to Deal Page FEED or send Deal page in playbook mode FilterPlaybook Confidential deal page icon

Execute Playbook Content (post to deal page feed) When the user executes a content item from the Playbook – The content will be posted on the deal page; the system will process the content as fresh input to the deal page; and sends the appropriate notification – User has the option to select privacy options available for the confidential deal page; also an option to change assignee on action requests, etc.

Execute Playbook Content type ‘ ’ When the user executes from the playbook – This implies the users wants to send an to a specific outsider (say This outsider may or may not be a page member or Pivot It user. At certain point, page owner can select to invite An is sent to the user (“from” ID, tracking of this , who will be on cc, format of , etc. to be discussed)

Card 1 design icon Second follow up after phone call (playbook item title) Subject: Attachments: Body: History / DeleteSend Content category StagePrivacy

Hit “Send” from Card 1 Subject: Attachments: Body: Add addresses: Send Cancel