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CRM TEST-CRM-001 UC: UC-3.1

View Companies List

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Prerequisites

  • User is logged in
  • User has data.sales.companies.read permission

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Click Companies in the CRM section of the left sidenav
Companies list page loads
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2
Verify KPI widget cards display at the top of the page with summary metrics
Customizable KPI cards are visible above the companies table
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3
Verify the action toolbar displays buttons for New Company, Import, and an Approvals badge (if Admin)
Action toolbar renders with available action buttons based on role permissions
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4
Verify the companies table view displays sortable columns including Name, Location, Pipeline Value, and others
Table renders with sortable column headers and company data rows
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5
Click a column header (e.g., Name) to sort the table
Table re-sorts by the selected column in ascending/descending order
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6
Verify pagination controls are present at the bottom of the table
Pagination controls display with page numbers and navigation arrows
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7
Verify the companies displayed are scoped to your role (Sales Rep sees only assigned companies; Admin sees all)
Company list data matches the expected scope for your role
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Acceptance Criteria

Create a New Company →