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CONTACTS TEST-CONT-002 UC: UC-4.2

Create a New Contact

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Prerequisites

  • User is logged in
  • User has data.sales.contacts.create permission
  • At least one company exists to associate the contact with

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Contacts list via the CRM sidenav
Contacts list page loads
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2
Click the New Contact button in the action toolbar
A dialog opens with the new contact form
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3
Fill in the First Name (e.g., “Jane”) and Last Name (e.g., “Doe”) fields
Name fields accept input
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4
Fill in Email, Phone, and Title fields
All fields accept input values
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5
Use the Company selector to choose an existing company to link the contact to
Company selector displays available companies and allows selection
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6
Click Save (or Create) to submit the form
System creates the contact linked to the selected company and closes the dialog
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7
Verify the new contact appears in the Contacts list and also on the associated company’s Contacts tab
Contact is visible in both the main Contacts list and the company’s Contacts tab
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Acceptance Criteria

← View Contacts List View Contact Detail →