Patent ID: 7783511

Claim:
A computer-implemented method of managing scheduled events, the method being implemented by one or more data processors and comprising: receiving, by at least one of the data processors, customer information and appointment information via a graphical user interface, the customer information defining a plurality of customers; associating, by at least one of the data processors, the customer information and appointment information with a planning driver, the planning driver defining criteria for customers that are appropriate for a particular promotion or opportunity; determining, by at least one of the data processors using the planning driver, a subset of the plurality of customers for which a tour of activities may be planned; displaying, by at least one of the data processors, information identifying the subset of customers for which the tour of activities may be planned in the graphical user interface; receiving, by at least one of the data processors, user-generated input via the graphical user interface selecting less than all of the subset of the customers; automatically planning, by at least one of the data processors, a tour of activities based on the customer information, the appointment information, and the customers selected from the subset of the customers, each activity in the tour being associated with a single customer in the subset of customers; automatically generating, by at least one of the data processors, one of a status of the tour of activities, a status of an activity, and a status of a customer; and reporting, by at least one of the data processors, a summary of one of the tour of activities, the activity, and the customer via the graphical user interface.