Self-initiated demonstration · Synthetic data
CRM follow-up board
Organize 18 fictional opportunities into clear stages, change a record’s next step, and export a sample pipeline.
Discuss a similar briefExplore the demonstration.
Changes stay in this browser session. No production records are affected.
DEMO 03 / TRY THE WORK
CRM follow-up board
A visible next action for every fictional opportunity.
New4
Researching4
Ready for review4
Follow-up3
Closed3
No demo change writes to real enquiries or business records. Dates and priorities are sample planning inputs.
The brief
Make the next action visible without losing the context needed to review a pipeline.
My role
Fictional opportunity dataset, stage definitions, accessible board controls, field mapping and follow-up checklist.
Inputs
- 18 fictional opportunities
- Five documented stages
- Sample next actions and dates
Process
- Define the stage meanings
- Filter by stage and priority
- Open an opportunity and inspect its context
- Change its stage through labeled controls
- Export a sample import file
Deliverables
- CRM import CSV
- Field map
- Stage definitions
- Follow-up checklist
- Working keyboard-accessible board
Tools
- Local browser state
- Accessible record controls
- CSV export
Quality review
Inspect stage changes, priorities, explicit next actions and date preservation. This is not a connected CRM, automated outreach system or record of real sales activity; imported fields must be mapped to the receiving system.
What this illustrates
Stages, priorities and dates are demonstration inputs. Browser changes stay in this local demonstration and never update production enquiries.
Self-initiated work created for this portfolio with AI-assisted preparation. The files and working examples are available to inspect. No paid client engagement is implied.
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