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CRM TEST-CRM-006 UC: UC-CRM-006

Add Contact to Company

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Test Steps

# Action Expected Result Screenshot Result
1
Locate “Contacts” section on company detail
Section visible in sidebar
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2
Click “+” button next to Contacts heading
“Add Contact” modal opens
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3
Enter First Name: Jane
Field accepts input
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4
Enter Last Name: Doe
Field accepts input
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5
Enter or select Title: CTO
Field accepts input
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6
Click “Add Contact Method”
Contact method row appears
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7
Select Type: Email
Dropdown shows options
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8
Enter Value: jane.doe@example.com
Field accepts email
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9
Click the “Preferred” star icon
Star turns solid/yellow
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10
Click “Add Contact Method” again
Second method row appears
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11
Select Type: Phone
Dropdown shows options
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12
Enter Value: 555-123-4567
Field accepts phone
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13
Click “Save Contact”
Save initiated
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14
Verify modal closes
Modal dismissed
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15
Verify contact in list
“Jane Doe” appears in Contacts section
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16
Verify preferred badge
Email shows “Preferred” indicator
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Acceptance Criteria

Test Data Created

Contact: Jane Doe (CTO) with Email (preferred) and Phone
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