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CRM TEST-CRM-002 UC: UC-3.2

Create a New Company

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Prerequisites

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

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Companies list via the CRM sidenav
Companies list page loads
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2
Click the New Company button in the action toolbar
A dialog opens with the company creation form
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3
Fill in the Company Name field with a test company name (e.g., “UAT Test Company”)
Company name is accepted in the input field
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4
Fill in additional fields: Industry, Address, Phone, and Website
All fields accept input values
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5
Click Save (or Create) to submit the form
System validates input, creates the company record, and closes the dialog
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6
Verify the new company appears in the companies list
The newly created company is visible in the list, with the creating user assigned as account manager
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7
Click the new company name to open its detail view and verify the data matches what was entered
Company detail page displays all entered information correctly
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Acceptance Criteria

← View Companies List View Company Detail →