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CRM TEST-CRM-002 UC: UC-CRM-002

Create Company via Quick Create

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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 “+” (Quick Create) button in top header
Dropdown menu appears
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3
Verify menu options
“Company”, “Contact”, “Opportunity” visible
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4
Click “Company”
“Create Company” modal opens
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5
Verify modal fields
Name (required), Industry, Website, Phone fields visible
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6
Enter Name: UAT Test Corp - [Your Name]
Field accepts text
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7
Select Industry: Technology
Dropdown selection works
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8
Enter Website: https://example.com
Field accepts URL
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9
Verify “Create” button state
Button is enabled/active
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10
Click “Create”
Modal shows loading state
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11
Verify navigation
Browser redirects to new company detail page
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12
Verify company name in header
“UAT Test Corp - [Your Name]” displayed
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13
Verify success notification
“Company created successfully” toast appears
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14
Verify status
Status badge shows “Company”
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Acceptance Criteria

Test Data Created

Company: UAT Test Corp - [Your Name]