Granted Patent B2

US 12,481,947 · App. 18/447,274 · Granted Nov 25, 2025

Inventors: Shannon Lekas (Cushing, TX); Gerrit Voorhis Lydecker, Jr. (Los Angeles, CA); Carlos Gustavo Colombo (Oceanside, CA); Ankur Kanti Patel (Thousand Oaks, CA)

Assignee: OPENMETHODS

G06Q10/0633G06Q10/06398H04M3/5133H04M3/5175

Abstract

Claims (25)

1 . A system for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow for an enterprise, comprising:

a customer relationship management (CRM) workflow engine comprising at least a first plurality of programming instructions stored in a memory of, and operating on at least one processor of, a computing device, wherein the first plurality of programming instructions, when operating on the at least one processor, causes the computing device to:

receive a plurality of application data from a user of a third-party browser-based CRM application, the user associated with the enterprise;

analyze the plurality of third-party browser-based CRM application data to detect a modal event associated with the CRM workflow;

select a modal dialog associated with the detected modal event;

detect a skippable dialog box associated with the modal event displayed by the third-party browser-based CRM application;

retrieve one or more enterprise-specific formatting rules from a database, the one or more enterprise-specific formatting rules comprising formatting rules for the detected skippable dialog box;

format the selected modal dialog based on the one or more enterprise-specific formatting rules to be identical to the detected skippable dialog box;

display the modal dialog overlayed on the detected skippable dialog box such that a user cannot interact with the skippable dialog box;

receive, responsive to the displayed modal dialog, action data from the user;

determine if the action data is valid or invalid for the CRM workflow; and

wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.

2 . The system of claim 1 , wherein the modal event is associated with a skipped or dismissed CRM workflow step.

3 . A method for preventing customer relationship management (CRM) application users from skipping required steps of a CRM workflow for an enterprise, comprising the steps of:

receiving, by a CRM workflow engine, a plurality of application data from a user of a third-party browser-based CRM application, the user associated with the enterprise;

analyzing, by a CRM workflow engine, the plurality of third-party browser-based application data to detect a modal event associated with the CRM workflow;

selecting a modal dialog associated with the detected modal event;

detecting, by a CRM workflow engine, a skippable dialog box associated with the modal event displayed by the third-party browser-based CRM application;

retrieving one or more enterprise-specific formatting rules from a database, the one or more enterprise-specific formatting rules comprising formatting rules for the detected skippable dialog box;

formatting the selected modal dialog based on the one or more enterprise-specific formatting rules to be identical to the detected skippable dialog box;

displaying, by a CRM workflow engine, the modal dialog overlayed on the skippable detected dialog box such that the user cannot interact with the skippable dialog box;

receiving, responsive to the displayed modal dialog, user action data from the user;

determining, by a CRM workflow engine, if the action data is valid or invalid for the CRM workflow; and

wherein the modal dialog is repeatedly displayed until the action data is determined to be valid for the CRM workflow.

4 . The method of claim 3 , wherein the modal event is associated with a skipped or dismissed CRM workflow step.

Assignments (2)

Continuity (3)

References Cited (19)