From db27898a7f2959195e88d60c95341b52f4908b40 Mon Sep 17 00:00:00 2001 From: Kobe Date: Tue, 27 May 2025 10:20:20 +0200 Subject: [PATCH] Initial commit: SFA Tool mockup with renewal management features --- index.html | 835 +++++++++++++++++++++++++++++++++++++++++++++ mail-detail.html | 253 ++++++++++++++ my-tasks.html | 573 +++++++++++++++++++++++++++++++ profile.html | 225 ++++++++++++ renewal-mails.html | 286 ++++++++++++++++ threads.html | 202 +++++++++++ 6 files changed, 2374 insertions(+) create mode 100644 index.html create mode 100644 mail-detail.html create mode 100644 my-tasks.html create mode 100644 profile.html create mode 100644 renewal-mails.html create mode 100644 threads.html diff --git a/index.html b/index.html new file mode 100644 index 0000000..bc5b2bc --- /dev/null +++ b/index.html @@ -0,0 +1,835 @@ + + + + + + SFA Tool - Renewals + + + + + +
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Renewals

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Policy NumberPolicy NamePolicy Holder CategoryBroker NamePriorityStatusExpiry DateActions
POL-2024-001Q1 Sales Report PolicyCorporateJohn SmithHighIn ProgressMar 31, 2024 + + + +
POL-2024-002Customer Database PolicyEnterpriseSarah JohnsonMediumPendingMar 25, 2024 + + + +
POL-2024-003Team Meeting PolicySmall BusinessMike BrownLowCompletedMar 20, 2024 + + + +
POL-2024-004Client Presentation PolicyCorporateEmma WilsonHighOverdueMar 15, 2024 + + + +
POL-2024-005Sales Training PolicyEnterpriseDavid LeeMediumIn ProgressMar 28, 2024 + + + +
POL-2024-006Quarterly Budget PolicyCorporateLisa ChenHighPendingMar 30, 2024 + + + +
POL-2024-007Product Launch PolicyEnterpriseAlex RodriguezHighIn ProgressMar 27, 2024 + + + +
POL-2024-008Customer Survey PolicySmall BusinessMaria GarciaMediumCompletedMar 18, 2024 + + + +
POL-2024-009Website License PolicyCorporateJames WilsonLowOverdueMar 12, 2024 + + + +
POL-2024-010Sales Team License PolicyEnterpriseRachel KimMediumIn ProgressMar 29, 2024 + + + +
POL-2024-011Marketing Campaign PolicyCorporateTom AndersonHighPendingMar 26, 2024 + + + +
POL-2024-012Inventory System PolicyEnterprisePatricia MartinezMediumCompletedMar 19, 2024 + + + +
POL-2024-013Client Portal PolicyCorporateChris TaylorHighIn ProgressMar 28, 2024 + + + +
POL-2024-014Performance Tool PolicySmall BusinessSophie ClarkMediumOverdueMar 14, 2024 + + + +
POL-2024-015Sales Strategy PolicyEnterpriseDaniel WhiteLowCompletedMar 17, 2024 + + + +
POL-2024-016CRM License PolicyCorporateOlivia BrownHighPendingMar 27, 2024 + + + +
POL-2024-017Team Software PolicySmall BusinessMichael DavisLowIn ProgressMar 30, 2024 + + + +
POL-2024-018Annual License PolicyEnterpriseJennifer LeeHighOverdueMar 13, 2024 + + + +
POL-2024-019Sales Tool PolicyCorporateRobert JohnsonMediumCompletedMar 16, 2024 + + + +
POL-2024-020Market Research Tool PolicyEnterpriseEmily WilsonHighIn ProgressMar 29, 2024 + + + +
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+ + \ No newline at end of file diff --git a/mail-detail.html b/mail-detail.html new file mode 100644 index 0000000..9ba4651 --- /dev/null +++ b/mail-detail.html @@ -0,0 +1,253 @@ + + + + + + Mail Detail - SFA Tool + + + + +
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Policy Renewal Notice - POL-2024-001

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+ + From: renewal@company.com +
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+ + To: john.smith@broker.com +
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+ + Sent: Mar 15, 2024 10:30 AM +
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+Dear John Smith, + +This is to inform you that Policy POL-2024-001 for Acme Corporation is due for renewal on March 31, 2024. + +Policy Details: +- Policy Holder: Acme Corporation +- Policy Type: Commercial Property Insurance +- Current Premium: $25,000 +- Expiry Date: March 31, 2024 + +Please review the attached documents and let us know if you have any questions or if you'd like to proceed with the renewal process. + +Best regards, +Renewal Team +
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+ + \ No newline at end of file diff --git a/my-tasks.html b/my-tasks.html new file mode 100644 index 0000000..a0b5ecb --- /dev/null +++ b/my-tasks.html @@ -0,0 +1,573 @@ + + + + + + My Tasks - SFA Tool + + + + +
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Task TypePolicy NumberDescriptionDue DatePriorityStatusActions
Review QuotePOL-2024-001Review and approve quote for Q1 Sales Report Policy +
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+ 		HighOverdue + + + +
Follow-upPOL-2024-007Follow up with broker regarding Product Launch Policy +
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Document ReviewPOL-2024-013Review updated documents for Client Portal Policy +
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+ 		HighIn Progress + + + +
ApprovalPOL-2024-020Approve final terms for Market Research Tool Policy +
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+ 		MediumPending + + + +
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+ + + + + + + + + + \ No newline at end of file diff --git a/profile.html b/profile.html new file mode 100644 index 0000000..82fda65 --- /dev/null +++ b/profile.html @@ -0,0 +1,225 @@ + + + + + + SFA Tool - Profile Settings + + + +
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SFA Tool

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Notification Preferences

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+ + \ No newline at end of file diff --git a/renewal-mails.html b/renewal-mails.html new file mode 100644 index 0000000..45ea665 --- /dev/null +++ b/renewal-mails.html @@ -0,0 +1,286 @@ + + + + + + Renewal Mails - SFA Tool + + + + +
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+ Back to Renewal + POL-2024-001 +
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TypeSubjectRecipientDateStatusActions
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+ + Initial Notice +
+ 		Policy Renewal Notice - POL-2024-001john.smith@broker.comMar 15, 2024 10:30 AMSent + +
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+ + Follow-up +
+ 		Reminder: Policy Renewal Due - POL-2024-001john.smith@broker.comMar 22, 2024 02:15 PMSent + +
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+ + Quote Request +
+ 		Quote Request for Policy Renewal - POL-2024-001supplier@company.comMar 25, 2024 09:45 AMSent + +
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+ + \ No newline at end of file diff --git a/threads.html b/threads.html new file mode 100644 index 0000000..52a21f8 --- /dev/null +++ b/threads.html @@ -0,0 +1,202 @@ + + + + + + SFA Tool - Threads + + + +
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Q1 Sales Strategy Discussion

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Latest updates on the Q1 sales strategy and team alignment...

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+ Last updated: 2 hours ago + 5 participants +
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Customer Feedback Review

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Compilation of recent customer feedback and suggested improvements...

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+ Last updated: 1 day ago + 3 participants +
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Team Meeting Notes

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Summary of today's team meeting and action items...

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+ Last updated: 3 days ago + 8 participants +
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