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Design mockups and images
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‎design/menus/custom-crm-managers-menu.png

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‎design/menus/custom-crm-salesrep-menu.png

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‎design/mockups/Manager view sales pipeline - my sales reps.bmml

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<mockup version="1.0" skin="sketch" fontFace="Balsamiq Sans" measuredW="817" measuredH="664" mockupW="791" mockupH="494">
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<controls>
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<control controlID="4" controlTypeID="com.balsamiq.mockups::MenuBar" x="185" y="270" w="632" h="29" measuredW="252" measuredH="29" zOrder="0" locked="false" isInGroup="-1">
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<controlProperties>
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<selectedIndex>0</selectedIndex>
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<text>My%20Sales%20Reps%2C%20Tasks%2C%20Contacts</text>
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</controlProperties>
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</control>
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<control controlID="5" controlTypeID="com.balsamiq.mockups::DataGrid" x="185" y="325" w="629" h="339" measuredW="469" measuredH="443" zOrder="1" locked="false" isInGroup="-1">
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<text>Sales%20Rep%20%5E%2C%20Name%20First%20%5Ev%2C%20Name%20Last%2C%20Email%20v%0AJohnny%20Rep%2C%20John%2C%20Rep%2C%20jr@example.com%0A%20%0A%20%0A%20%0A%20%0A%20%0AMarco%20Botton%2C%20Marco%2C%20Botton%2C%20mm@example.com%0AMariah%20Maclachlan%2C%20Mar%2C%20Maclachlan%2C%20mm2@example.com%0A%20%0A%20%0A%20%0A%20%0AValerie%20Liberty%5CrHead%20Chef%2C%20%3A%29%2C%20Val%2C%20%5Bx%5D%0AGuido%20Jack%20Guilizzoni%2C%206%2C%20The%20Guids%2C%20%5B%5D%0A%7B65L%2C%200R%2C%2035%2C%200C%7D</text>
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</controlProperties>
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</control>
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<control controlID="11" controlTypeID="com.balsamiq.mockups::SubTitle" x="220" y="585" w="71" h="-1" measuredW="62" measuredH="17" zOrder="5" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<size>14</size>
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<text>Contacts</text>
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</controlProperties>
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</control>
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<control controlID="12" controlTypeID="com.balsamiq.mockups::Title" x="176" y="170" w="-1" h="-1" measuredW="601" measuredH="43" zOrder="6" locked="false" isInGroup="-1">
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<controlProperties>
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<text>My%20Custom%20CRM%20-%20Sales%20Pipeline</text>
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</controlProperties>
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</control>
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<control controlID="13" controlTypeID="com.balsamiq.mockups::Label" x="176" y="228" w="-1" h="-1" measuredW="311" measuredH="21" zOrder="7" locked="false" isInGroup="-1">
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<controlProperties>
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<text>You%20can%20manage%20your%20sales%20team%20and%20contacts%20here.</text>
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</controlProperties>
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</control>
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<control controlID="14" controlTypeID="com.balsamiq.mockups::VCurly" x="26" y="420" w="159" h="86" measuredW="180" measuredH="140" zOrder="8" locked="false" isInGroup="-1">
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<controlProperties>
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<direction>right</direction>
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<text>Sales%20Rep%20-%3E%20Contact%0Asubgrid</text>
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</mockup>

‎design/mockups/custom crm mockup.bmml

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<mockup version="1.0" skin="sketch" fontFace="Balsamiq Sans" measuredW="908" measuredH="600" mockupW="821" mockupH="519">
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<controls>
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<control controlID="0" controlTypeID="com.balsamiq.mockups::MenuBar" x="276" y="139" w="632" h="29" measuredW="339" measuredH="29" zOrder="0" locked="false" isInGroup="-1">
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<controlProperties>
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<selectedIndex>1</selectedIndex>
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<text>Tasks%2C%20Leads%2C%20Opportunities%2C%20Customers/Won</text>
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</controlProperties>
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</control>
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<control controlID="1" controlTypeID="com.balsamiq.mockups::DataGrid" x="276" y="225" w="629" h="375" measuredW="454" measuredH="477" zOrder="1" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<borderStyle>square</borderStyle>
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<hasHeader>true</hasHeader>
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<hLines>false</hLines>
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<text>Contact%20Name%20%5E%2C%20Age%20%5Ev%2C%20Nickname%2C%20Employee%20v%0AGiacomo%20Guilizzoni%20Founder%20%26%20CEO%2C%2037%2C%20Peldi%2C%20%28o%29%0A%20%0A%20%0A%20%0A%20%0A%20%0AMarco%20Botton%5CrTuttofare%2C%2034%2C%20%2C%20%5Bx%5D%0AMariah%20Maclachlan%5CrBetter%20Half%2C%2037%2C%20Patata%2C%20%5B-%5D%0A%20%0A%20%0A%20%0A%20%0A%20%0AValerie%20Liberty%5CrHead%20Chef%2C%20%3A%29%2C%20Val%2C%20%5Bx%5D%0AGuido%20Jack%20Guilizzoni%2C%206%2C%20The%20Guids%2C%20%5B%5D%0A%7B65L%2C%200R%2C%2035%2C%200C%7D</text>
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<verticalScrollbar>true</verticalScrollbar>
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<vLines>true</vLines>
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</controlProperties>
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</control>
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<control controlID="4" controlTypeID="com.balsamiq.mockups::Title" x="276" y="81" w="-1" h="-1" measuredW="307" measuredH="43" zOrder="2" locked="false" isInGroup="-1">
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<controlProperties>
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<text>My%20Custom%20CRM</text>
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</controlProperties>
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</control>
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<control controlID="5" controlTypeID="com.balsamiq.mockups::SubTitle" x="282" y="183" w="-1" h="-1" measuredW="69" measuredH="27" zOrder="3" locked="false" isInGroup="-1">
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<controlProperties>
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<text>Leads</text>
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</controlProperties>
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</control>
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<control controlID="6" controlTypeID="com.balsamiq.mockups::SubTitle" x="306" y="278" w="71" h="-1" measuredW="40" measuredH="17" zOrder="4" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<size>14</size>
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<text>Notes</text>
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</controlProperties>
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</control>
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<control controlID="10" controlTypeID="com.balsamiq.mockups::Tree" x="282" y="293" w="321" h="116" measuredW="300" measuredH="225" zOrder="5" locked="false" isInGroup="-1">
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</controlProperties>
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</control>
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<control controlID="11" controlTypeID="com.balsamiq.mockups::Tree" x="283" y="506" w="318" h="94" measuredW="300" measuredH="225" zOrder="6" locked="false" isInGroup="-1">
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<controlProperties>
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<backgroundAlpha>0</backgroundAlpha>
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<borderStyle>none</borderStyle>
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<text>v%20Better%20Half%0A.-%20Note%201%2C%20todo%2C%20need%20to%20set%20up%20call%20%0A.-%20Note%202%2C%20anothe%2C%20need%20to%20follow%20up%0A.-%20Note%203%2C%20OK%2C%20almost%20closing%0A.-%20Note%204%2C%20todo%2C%20budget%20discussion%0A.-%20Note%205%2C%20todo%2C%20another%20one</text>
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</controlProperties>
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</control>
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<control controlID="12" controlTypeID="com.balsamiq.mockups::SubTitle" x="306" y="493" w="71" h="-1" measuredW="40" measuredH="17" zOrder="7" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<size>14</size>
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<text>Notes</text>
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</controlProperties>
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</control>
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<control controlID="13" controlTypeID="com.balsamiq.mockups::VCurly" x="117" y="308" w="150" h="86" measuredW="180" measuredH="140" zOrder="8" locked="false" isInGroup="-1">
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<controlProperties>
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<direction>right</direction>
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<text>Contact%20-%3E%20Notes%20%0Asubgrid</text>
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</controlProperties>
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</control>
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<control controlID="14" controlTypeID="com.balsamiq.mockups::VCurly" x="87" y="506" w="180" h="94" measuredW="180" measuredH="140" zOrder="9" locked="false" isInGroup="-1">
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<controlProperties>
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<direction>right</direction>
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<text>Contact%20-%3E%20Notes%20%0Asubgrid</text>
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</controlProperties>
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</control>
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</controls>
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</mockup>

‎design/mockups/managers view - contacts.bmml

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<mockup version="1.0" skin="sketch" fontFace="Balsamiq Sans" measuredW="817" measuredH="700" mockupW="791" mockupH="530">
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<controls>
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<control controlID="7" controlTypeID="com.balsamiq.mockups::MenuBar" x="185" y="270" w="632" h="29" measuredW="252" measuredH="29" zOrder="0" locked="false" isInGroup="-1">
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<controlProperties>
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<selectedIndex>2</selectedIndex>
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<text>My%20Sales%20Reps%2C%20Tasks%2C%20Contacts</text>
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</controlProperties>
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</control>
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<control controlID="8" controlTypeID="com.balsamiq.mockups::DataGrid" x="185" y="325" w="629" h="375" measuredW="469" measuredH="443" zOrder="1" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<borderStyle>square</borderStyle>
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<hasHeader>true</hasHeader>
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<hLines>false</hLines>
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<text>Sales%20Rep%20%5E%2C%20Name%20First%20%5Ev%2C%20Name%20Last%2C%20Email%20v%0AGiacomo%20Guilizzoni%2C%20Giacomo%2C%20Guilizzoni%2C%20ggs@example.com%0A%20%0A%20%0A%20%0A%20%0A%20%0AMarco%20Botton%2C%20Marco%2C%20Botton%2C%20mm@example.com%0AMariah%20Maclachlan%2C%20Mar%2C%20Maclachlan%2C%20mm2@example.com%0A%20%0A%20%0A%20%0A%20%0AValerie%20Liberty%5CrHead%20Chef%2C%20%3A%29%2C%20Val%2C%20%5Bx%5D%0AGuido%20Jack%20Guilizzoni%2C%206%2C%20The%20Guids%2C%20%5B%5D%0A%7B65L%2C%200R%2C%2035%2C%200C%7D</text>
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<verticalScrollbar>true</verticalScrollbar>
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<vLines>true</vLines>
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</controlProperties>
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</control>
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<control controlID="9" controlTypeID="com.balsamiq.mockups::SubTitle" x="217" y="375" w="71" h="-1" measuredW="40" measuredH="17" zOrder="2" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<size>14</size>
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<text>Notes</text>
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</controlProperties>
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</control>
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<control controlID="10" controlTypeID="com.balsamiq.mockups::Tree" x="193" y="390" w="321" h="132" measuredW="300" measuredH="225" zOrder="3" locked="false" isInGroup="-1">
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<controlProperties>
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<backgroundAlpha>0</backgroundAlpha>
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<text>v%20Giacomo%20Guilizzoni%0A.-%20Note%201%2C%20todo%2C%20need%20to%20set%20up%20call%20%0A.-%20Note%202%2C%20anothe%2C%20need%20to%20follow%20up%0A.-%20Note%203%2C%20OK%2C%20almost%20closing%0A.-%20Note%204%2C%20todo%2C%20budget%20discussion%0A.-%20Note%205%2C%20todo%2C%20another%20one</text>
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<control controlID="11" controlTypeID="com.balsamiq.mockups::Tree" x="193" y="602" w="318" h="94" measuredW="300" measuredH="225" zOrder="4" locked="false" isInGroup="-1">
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</controlProperties>
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</control>
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<control controlID="12" controlTypeID="com.balsamiq.mockups::SubTitle" x="220" y="585" w="71" h="-1" measuredW="40" measuredH="17" zOrder="5" locked="false" isInGroup="-1">
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<controlProperties>
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<bold>true</bold>
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<size>14</size>
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<text>Notes</text>
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</controlProperties>
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</control>
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<control controlID="13" controlTypeID="com.balsamiq.mockups::Title" x="176" y="170" w="-1" h="-1" measuredW="601" measuredH="43" zOrder="6" locked="false" isInGroup="-1">
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<controlProperties>
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<text>My%20Custom%20CRM%20-%20Sales%20Pipeline</text>
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</controlProperties>
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</control>
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<control controlID="14" controlTypeID="com.balsamiq.mockups::Label" x="176" y="228" w="-1" h="-1" measuredW="311" measuredH="21" zOrder="7" locked="false" isInGroup="-1">
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<controlProperties>
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<text>You%20can%20manage%20your%20sales%20team%20and%20contacts%20here.</text>
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</controlProperties>
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</control>
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<control controlID="15" controlTypeID="com.balsamiq.mockups::VCurly" x="26" y="413" w="153" h="103" measuredW="180" measuredH="140" zOrder="8" locked="false" isInGroup="-1">
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<controlProperties>
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<direction>right</direction>
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<text>Contacts%20-%3E%20Notes%20%0Asubgrid</text>
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</control>
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</controls>
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</mockup>

‎design/screens/Manager-sales-reps-crm-screen-mockup.png

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‎design/screens/Managers sales rep crm screen mockup.psd

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‎design/screens/Screen Shot 2017-02-25 at 1.31.07 PM.png

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‎design/screens/Screen Shot 2017-02-25 at 1.31.39 PM.png

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‎design/screens/sales team crm screen mockup.png.psd

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‎design/screens/sales-team-crm-screen-mockup.png

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