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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.
Try the mobile prototype ↗How can visits, recordings, and fragmented field notes flow naturally into customer and opportunity management on the web?
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Key design decisions
Capture on mobile, organize on web
Information density and responsibility follow context instead of duplicating screens.
A recording is not an isolated file
Audio flows into organization, visits, follow-ups, and opportunity creation.
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.