Mobile + Web / Business workflow / Working prototype

Opportunity Collaboration

A cross-device workflow for visits, recordings, organization, and opportunity follow-up—connecting field input with operational management.

Opportunity CollaborationTry the mobile prototype ↗
01

How can visits, recordings, and fragmented field notes flow naturally into customer and opportunity management on the web?

02

Key design decisions

01

Capture on mobile, organize on web

Information density and responsibility follow context instead of duplicating screens.

02

A recording is not an isolated file

Audio flows into organization, visits, follow-ups, and opportunity creation.

03

Keep complex forms controllable

Steps, grouping, and responsive drawers support real work from 375 to 1440 pixels.

My role

I designed the mobile and web experience and built a working prototype to validate the cross-device workflow.