Patent ID: 8032402
Filing Date: 2011-10-04
Classification: G06F,G06Q

Abstract:
1. A computer-assisted method for electronically creating an itinerary schedule of drop-in sales call events for a representative in a calendar program in support of sales calls to one or more customers of the representative within a territory of the representative, comprising the steps of: loading an interactive user-interface with a first set of geographic indicators and a second set of calendar dates into a memory of a machine wherein the first set of geographic indicators concern locations within the territory; interacting with the user-interface so as to assign within the memory of the machine, using a processor of the machine, at least one geographic indicator selected from the first set to at least one calendar date in the second set and thereby define an itinerary entry independent of any determination of the customers of the representative to be called upon in the itinerary entry and independent of any connectivity or coordination of calendars maintained by the customers of the representative; updating a counter for each selection of a particular geographic indicator through interaction with the user-interface, wherein the counter counts the number of times each particular geographic indicator has been interacted with; displaying the counter in the interactive user-interface to provide guidance to the representative prior to his or her defining any further itinerary entry of a geography within the territory to be visited; and including the itinerary entry for the at least one calendar date into the calendar program on respective dates which correspond to the at least one calendar date, wherein the defined itinerary entry comprises an entry in the calendar of the representative to make a drop-in sales call to at least one customer of the representative within the territory of the representative.