Every screen in both applications, expanded from the 12-item starting list into what the actual requirements call for — 24 web screens, 21 mobile screens. Each one: purpose, role, information shown, actions, filters, tables/cards, navigation, and its empty, loading, and error states.
Builds on · Lead to Deal Flow · App BoundariesStatus · design for review, not yet built
Application 1 · Web
Super Admin & Manager — 24 screens
Two screens were added beyond the original list — Customers and a dedicated Deals pipeline — because a customer outlives any single lead, and a converted lead needs to be tracked as revenue through stages, not just as a closed contact thread.
Persistent navigation, every authenticated web screen
Left app rail — Dashboard, Leads, Customers, Follow-ups, Deals, Reports, Users*, Custom Fields*, Notifications, Settings* (*Super Admin only; Manager doesn't see these three). Top bar — global search, notification bell, user menu. Screen entries below only note navigation specific to that screen.
"No leads linked yet" (rare — customer created directly).
Loading state
Skeleton profile + skeleton tables.
Error state
"Couldn't load this customer" + Retry.
FOLLOW-UPS
W-10
Follow-up Monitoring Board
Purpose
Catch a lead going cold before it's lost — the direct answer to the missed-follow-up requirement.
User role
Manager (day to day); Super Admin (org-wide rollup).
Main info shown
Every open lead's next follow-up date, miss streak, owning agent.
Main actions
Open a lead; trigger early escalation/reassignment; message an agent.
Filters
Status — due today / overdue / at-risk; agent; source.
Tables / cards
Table grouped by urgency; per-agent overdue-count summary cards.
Navigation
Row click → Lead Details.
Empty state
"Nothing overdue — the team is on top of it" (positive empty state).
Loading state
Skeleton summary cards + skeleton table.
Error state
"Couldn't load follow-up data" + Retry.
DEALS
W-11
Deals Pipeline
Purpose
Track converted leads as revenue moving through stages, not as contact history.
User role
Super Admin (full, incl. stage definitions); Manager (team's deals).
Main info shown
Deal cards by stage (Draft → In Progress → Won/Lost), value, owning agent, customer.
Main actions
Drag a card to change stage; open a deal; filter the board.
Filters
Agent, date range, value range.
Tables / cards
Kanban board; column totals (count + value) per header.
Navigation
Card click → Deal Details.
Empty state
"No deals yet — they appear here automatically when a lead converts."
Loading state
Skeleton columns with placeholder cards.
Error state
"Couldn't load the pipeline" + Retry.
W-12
Deal Details
Purpose
The full record of one deal, linked back to its lead and customer.
User role
Super Admin, Manager.
Main info shown
Value, product/service, stage, close date, owning agent, linked lead + customer, stage-change history.
Main actions
Update stage/value/close date; mark won or lost; open linked lead/customer.
Filters
—
Tables / cards
Detail panel; stage-history timeline.
Navigation
Breadcrumb Deals → [deal].
Empty state
N/A
Loading state
Skeleton detail panel.
Error state
"Couldn't load this deal" + Retry.
REPORTS
W-13
Reports Hub
Purpose
Entry point to every report, so the six types aren't buried in a menu.
User role
Super Admin (all, incl. audit/usage); Manager (team-scoped subset).
Main info shown
Report cards — Customer-wise Leads, Source Performance, Converted vs Not Converted, Pending/Overdue, Agent Performance, Deal Pipeline & Revenue, plus Audit Log and System Usage for Super Admin.
Main actions
Open a report; pin a favorite.
Filters
—
Tables / cards
Grid of report cards, each with a one-line description and preview sparkline.
Navigation
Card click → Report Viewer.
Empty state
N/A — the hub itself is always populated.
Loading state
Skeleton cards.
Error state
"Some reports are temporarily unavailable" — unaffected cards still open normally.
W-14
Report Viewer
Purpose
One shared template for any of the six report types — same filter/export pattern throughout.
User role
Super Admin (org-wide, all filters); Manager (team-scoped).
Main info shown
Chart + underlying data table for the selected report.
"Couldn't save changes" + Retry, edits preserved in the form.
W-24
Integrations
Purpose
Connect telephony (call recording), email/SMS, and WhatsApp Business — what powers Call/WhatsApp actions on mobile.
User role
Super Admin only.
Main info shown
Integration cards (Telephony, Email/SMS, WhatsApp Business) with connection status.
Main actions
Connect/disconnect; enter API credentials; test connection.
Filters
—
Tables / cards
Card grid, one per integration.
Navigation
Breadcrumb Settings → Integrations.
Empty state
"Not connected" per card, before setup.
Loading state
"Testing connection…" spinner on the card.
Error state
"Connection failed — check your credentials" on the specific card.
Application 2 · Mobile
TeleSales Executive — 21 screens
Every screen here is built around the same rule: minimal typing, minimal navigation. Outcomes are tap-able chips wherever possible instead of free text, actions surface as bottom sheets or inline panels over Lead Details instead of separate pages, and there's no filter panel anywhere — tabs and chips do that job in one tap. Revised after a design pass: Lead Details moved next to Lead Pool, a Follow-up Tracker and a Menu tab (Notifications, Leave Mode, Reports & Analytics) were added, and Login now takes a password alongside the phone number.
Persistent navigation, every authenticated mobile screen
Bottom tab bar — Dashboard, My Leads, Follow-ups, Menu, Profile. Lead Details opens from My Leads or Lead Search and returns there, or to Dashboard, on close. Every action screen (Follow-up Update, Add Note, Call Outcome, WhatsApp, Convert, Not Converted) also carries this same 5-tab bar, so the agent is never more than one tap from a main destination even mid-action.
The agent's actual worklist — everything else opens from here.
User role
TeleSales executive.
Main info shown
Search bar, Filters button, tab chips, and colour-coded lead cards — a left accent bar and status badge per card (amber "10-min rule" for urgent, blue "New Lead", green "Interested"), plus source and timing rows.
Main actions
Search, switch tab, tap a card, tap Call or the message icon directly from the card, floating "+" to add a lead.
Filters
Tab chips (All Leads / Due Today / Overdue / Converted) plus the search bar — no separate filter panel.
Tables / cards
Colour-coded lead cards, one per lead; "Load more leads" at the bottom.
Navigation
Card tap → Lead Details; floating "+" → Add Lead.
Empty state
"No leads in [tab] — you're clear," per tab.
Loading state
Skeleton cards.
Error state
"Couldn't load your leads" + Retry; pull to refresh.
M-06
Lead Details
Purpose
The single screen the agent actually works from, during and after a call — now positioned directly after Lead Pool since it's the most-opened screen in the app.
User role
TeleSales executive.
Main info shown
Profile card (avatar, name, FOLLOW-UP badge, phone/email/location, Source / Time in Stage / Lead Score / Assigned To), an inline Log Activity panel, and an Interaction History timeline — call entries carry a playable recording (waveform + duration), not just a text note.
Main actions
Tap-to-call or WhatsApp from the round action buttons; log an outcome directly in Log Activity (Log Call / Note / Meeting tabs, Outcome + date, Notes); Cancel or Save Log.
Filters
—
Tables / cards
Profile card, inline Log Activity card, Interaction History timeline with recording playback.
Navigation
Back → My Leads or Lead Search; action buttons pinned near the thumb, not in a menu.
Empty state
"No activity yet" for a brand-new lead.
Loading state
Skeleton profile + timeline.
Error state
"Couldn't load this lead" + Retry; cached copy shown if viewed before offline.
M-07
Lead Search
Purpose
Find a specific lead fast when a customer calls back off-schedule.
User role
TeleSales executive.
Main info shown
Auto-focused search bar, matching results as-you-type.
Main actions
Type name/phone/ID; tap a result.
Filters
—
Tables / cards
Result list, same card style as My Leads.
Navigation
Reached from the search icon; result tap → Lead Details.
Empty state
"No matches" with a hint to check spelling or try the phone number.
Loading state
Small inline spinner as results update while typing.
Error state
"Search unavailable — check your connection."
M-08
Follow-up Tracker
Purpose
A literal spreadsheet view of every lead's follow-up history at a glance — the Excel tracker teams already used, built into the app instead of living outside it.
User role
TeleSales executive.
Main info shown
A formula-bar header (cell reference, fx), column letters and row numbers, with row 1 as the real header row (s.no, name, phone number, 1st–12th followup). Overdue dates render as solid red cells, matching spreadsheet conditional formatting. A summary strip below totals Completed / Pending / Total follow-ups.
Main actions
Horizontal scroll to reach further follow-up columns.
Filters
—
Tables / cards
The spreadsheet grid itself, plus a 3-stat summary card underneath.
Navigation
Bottom tab bar (Follow-ups tab, active here).
Empty state
Blank rows below the last real entry, same as an unused spreadsheet.
Loading state
Skeleton grid rows.
Error state
"Couldn't load the tracker" + Retry.
M-09
Add Lead
Purpose
Capture a walk-in or verbal referral on the spot, no round trip through the web app.
Floating "+" on Dashboard/My Leads; Save → Lead Details for the new lead.
Empty state
N/A — blank form.
Loading state
Save button spinner.
Error state
"This number already exists" with a link straight to the existing lead.
ACTIONS — ONE TAP FROM LEAD DETAILS
M-10
Follow-up Update
Purpose
Operates the follow-up cadence, one lead at a time, in as few taps as possible.
User role
TeleSales executive.
Main info shown
Current follow-up number, suggested next date pre-filled from the cadence rule; the dimmed Lead Details profile shows behind the sheet.
Main actions
Tap an outcome chip; confirm or adjust the date; Done.
Filters
—
Tables / cards
—
Navigation
Bottom sheet over Lead Details; Done dismisses back to it; bottom tab bar stays visible underneath.
Empty state
N/A
Loading state
Saving spinner on Done.
Error state
"Couldn't save — try again," sheet stays open, nothing lost.
M-11
Add Note
Purpose
Mandatory record of what happened, kept fast since it's required every attempt.
User role
TeleSales executive.
Main info shown
Text field, quick-tag chips (Interested / Price objection / Callback later…) to cut typing; dimmed Lead Details profile behind the sheet.
Main actions
Tap tags to prefill, type any addition, Save.
Filters
—
Tables / cards
—
Navigation
Sheet over Lead Details, or launched directly after a call ends.
Empty state
N/A
Loading state
Save spinner.
Error state
"Note not saved — retry," typed text preserved.
M-12
Call Outcome
Purpose
Captures what happened the moment a call ends, while it's fresh.
User role
TeleSales executive.
Main info shown
Auto-detected call duration (if telephony integrated), outcome chips; dimmed Lead Details profile behind the sheet.
Main actions
Tap one outcome chip; optional inline note; Save (prompts the next follow-up date).
Filters
—
Tables / cards
—
Navigation
Auto-opens on return from a tap-to-call; can be dismissed and finished later from Lead Details.
Empty state
N/A
Loading state
Save spinner.
Error state
"Couldn't save this call" + Retry.
M-13
WhatsApp Template Picker
Purpose
Fast, consistent outreach without composing from scratch — including the leave-coverage generic message.
User role
TeleSales executive.
Main info shown
Approved templates for the lead's current stage, each previewed with the customer's name filled in; dimmed Lead Details profile behind the sheet.
Main actions
Tap a template to send, or "Open Chat" for a free-form message.
Filters
—
Tables / cards
Template list, cards with preview text.
Navigation
Sheet over Lead Details; Send hands off to WhatsApp and logs the attempt on return.
Empty state
"No templates configured yet" (Super Admin hasn't set any up).
Loading state
"Opening WhatsApp…" brief state.
Error state
"WhatsApp isn't installed" fallback with a plain SMS option.
M-14
Conversion — Convert
Purpose
Records the moment the customer commits — the point the whole flow exists to produce.
User role
TeleSales executive.
Main info shown
Required deal fields — product/service, value, expected close date — as short pick-lists over free typing where possible.
Main actions
Fill/select the three fields, Confirm.
Filters
—
Tables / cards
—
Navigation
Full-screen step from Lead Details (not a small sheet — it's a one-way action); Confirm returns to Lead Details as Converted.
Empty state
N/A
Loading state
Confirm button spinner.
Error state
"Enter a deal value to continue" — can't submit incomplete.
M-15
Conversion — Not Converted
Purpose
Captures why, since "not converted" alone tells a manager nothing.
User role
TeleSales executive.
Main info shown
Reason chips — Price, No budget, Lost to competitor, Bad timing, Unresponsive, Invalid number — plus an optional free-text field for a custom reason when none of the chips fit.
Main actions
Tap one reason (or type a custom one), Confirm.
Filters
—
Tables / cards
—
Navigation
Full-screen step from Lead Details; Confirm returns to it as Not Converted / Nurture.
Empty state
N/A
Loading state
Confirm spinner.
Error state
"Select a reason to continue."
NOTIFICATIONS & PROFILE
M-16
Notifications
Purpose
Pulls the agent back to something due without them remembering to check.
User role
TeleSales executive.
Main info shown
New lead assigned, follow-up due/overdue, escalation warning, manager message — newest first.
Main actions
Tap → deep-links to the lead; swipe to dismiss.
Filters
Unread / All toggle.
Tables / cards
Notification list.
Navigation
Reached from the header bell or the Menu tile; bottom tab bar has no destination selected here.
Empty state
"You're all caught up."
Loading state
Skeleton list.
Error state
"Couldn't load notifications" + Retry.
M-17
Profile
Purpose
The agent's own account and a light, motivating view of their own numbers.
User role
TeleSales executive.
Main info shown
Name, photo, personal conversion rate, follow-up stats, and account links — Settings, Change Password, Help & support, Log out.
Main actions
Open Settings, Change Password, or Help & Support; log out.
Filters
—
Tables / cards
Personal stat cards, plus an account list-item group.
Navigation
Bottom tab bar.
Empty state
N/A — always populated.
Loading state
Skeleton stat cards.
Error state
"Couldn't load your stats" + Retry.
MENU
M-18
Menu
Purpose
A dedicated home for account- and feature-level tools that don't fit the 4 main tabs — reached via its own bottom tab rather than a header dropdown, so it's a real page, not a fly-out that can be missed.
User role
TeleSales executive.
Main info shown
Three square tiles — Notifications (unread badge), Leave Mode, Reports & Analytics — each with an icon, label, and chevron.
Main actions
Tap a tile to open that feature.
Filters
—
Tables / cards
2-column square tile grid.
Navigation
Bottom tab bar (Menu tab, active here).
Empty state
N/A — always three tiles.
Loading state
N/A.
Error state
N/A.
M-19
Leave Mode
Purpose
Lets an agent going on leave pause new assignments and notify their active follow-ups automatically, instead of leaving them to go stale — the "leave, generic message" requirement made real.
User role
TeleSales executive.
Main info shown
Enable Leave Mode toggle, Schedule Leave (start/end date), an editable Out-of-Office Message (with Reset to Default), an Impact callout showing how many active follow-ups are affected, and an Activate & Send to All button.
Main actions
Toggle Leave Mode on, set the date range, edit the message, tap Activate & Send to All.
Filters
—
Tables / cards
Stacked cards, one per setting group.
Navigation
Reached from Menu; back arrow returns to Menu.
Empty state
N/A.
Loading state
Button spinner on Activate & Send to All.
Error state
"Couldn't send to all follow-ups — retry," toggle and message state preserved.
M-20
Reports & Analytics
Purpose
A personal performance dashboard for the agent — their own numbers, not the team's. Team-wide reporting stays on web, per the Manager/Super Admin scope.
User role
TeleSales executive.
Main info shown
Quota Progress ring (% of monthly goal, current vs target), Calls Made and Connect Rate stat cards with trend badges, Converted vs Not Converted counts, Top Lead Sources, and a 7-day Converted-vs-Attempted bar chart.
Main actions
View only in this pass; header bell still opens Notifications.
Filters
Implicit "Last 7 Days" window shown in the subtitle — no filter picker yet.
Tables / cards
Progress ring, stat card grid, source list, bar chart — all in stacked cards.
Navigation
Reached from Menu; bottom tab bar stays visible with Menu marked active.
Empty state
"No activity yet this week" for a brand-new agent.
Loading state
Skeleton cards.
Error state
"Couldn't load your report" + Retry.
M-21
Change Password
Purpose
Lets the agent update their own password without contacting Super Admin.
User role
TeleSales executive.
Main info shown
Current password, new password, confirm new password fields, and a password-strength hint.
Main actions
Fill all three fields, tap Update Password.
Filters
—
Tables / cards
—
Navigation
Reached from Profile; back arrow returns to Profile.
Empty state
N/A — blank form.
Loading state
Button spinner.
Error state
"Current password is incorrect"; "Passwords don't match" inline validation.