Create Company via Quick Create | Circle USP

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

Quick create menu appears
Modal form displays correctly
Company is created successfully
Redirected to detail page
All entered data is saved correctly

Test Data Created

Company: UAT Test Corp - [Your Name]

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