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

2. 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; Email: xx

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

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

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

6. 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 eMail; Has subject and message field Selling stage category Content category Privacy: Playbook (always)

7. 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

8. NEXT PHASE

9. 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

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

11. Playbook Content Card 1 (type – email) Card 2 (type – document) Input box with – Email, 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 email Deal page in playbook mode FilterPlaybook Confidential deal page icon

12. 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.

13. Execute Playbook Content type ‘Email’ When the user executes email from the playbook – This implies the users wants to send an email to a specific outsider (say abc@123.com) This outsider may or may not be a page member or Pivot It user. At certain point, page owner can select to invite abc@123.com abc@123.com An email is sent to the user (“from” email ID, tracking of this email, who will be on cc, format of email, etc. to be discussed)

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

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