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CRM TEST-CRM-001 UC: UC-CRM-001

View Company List

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Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Log in as Sales Rep
Dashboard loads
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2
Click “Companies” in left navigation
Companies list loads
Step 2 screenshot
3
Verify page header
“Companies” title displayed
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4
Verify stats row
Shows counts by status
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5
Verify table headers
Name, Industry, Status, Owner, Last Activity visible
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6
Verify data loads
Company rows displayed (if any exist)
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7
Verify pagination
Page numbers or “Load More” visible
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Acceptance Criteria

← Create Company via Quick Create