Patent ID: 8650059

Claim:
A method comprising: determining by an apparatus one of a plurality of groups associated with a user, wherein grouping of the user is based on at least one criterion, wherein the at least one criterion includes a sale channel that specifies an internal sales representative and an external sales representative; populating by the apparatus one presentation interface with sales related information based on the determined group, wherein the presentation interface displays: a first section specifying sales assignment information, a second section specifying status of work queues corresponding to sales orders, a third section specifying a calendar including one or more viewing privileges of the user, and a fourth section specifying missed and queued communications, in connection with the calendar, wherein the communications include one or more missed calls, and wherein the status of work queues is defined according to on-hold, unassigned, in queue, assigned, pending, in-progress, or a combination thereof; and restricting the user access to report information, workflow applications, and sales related information according to the at least one criterion and the one or more viewing privileges of the user, wherein access by the user to the one or more missed calls in connection with the calendar is restricted according to the internal sales representative or the external sales representative specified in the sale channel.