Circle USP UAT Guide

Test Cases Quick Guides By Role

No Active Session

Test Modules

Successful Login
Invalid Credentials
Session Persistence
Logout
Role-Based Access (Rep Cannot Access Admin)
API Key Authentication

View Company List
Create Company via Quick Create
Create Company - Validation Errors
View Company Detail
Edit Company
Add Contact to Company
Add Company Location
Delete Company
View Contact Detail
Edit Contact
Delete Contact

Log Phone Call
Schedule Follow-up
Log Meeting with Attendees
Create Task
Mark Task Complete
Log an Email
Create a Note
View Activity Timeline

Create Opportunity
Change Opportunity Stage
Change to Forecast Stage
Close Opportunity - Won
Close Opportunity - Lost
View Opportunity Detail
Edit Opportunity
View Pipeline Kanban
Link Contact to Opportunity

Create Solution and Add Products
Configure Product Accessories
Set Quantity
Configure Lease Pricing
Save Solution
Version Solution

Create Proposal from Solution
Preview Proposal PDF
Send Proposal
Customer Views Proposal (Public)
Customer Accepts and Signs
Rep Views Accepted Proposal
Edit Proposal in Builder

Low Margin Triggers Approval
Manager Approves Proposal
Manager Rejects Proposal
View Approval Queue

Sales Rep Dashboard
Manager Dashboard - Team View
Executive Dashboard - Global View

Global Quick Search
Apply Filter on List
Save Filter

Receive Real-time Notification
Mark All as Read
Mark Notification as Read

Sync Products from KQM
View and Edit User (Admin)
Create New User
Deactivate User
Assign User to Team

Import Companies from CSV

E-automate Write-back on Close-Won

Import

Test cases for the Import module

TEST-IMP-001 Pending

Import Companies from CSV

13 steps 1 use cases

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Circle USP UAT Guide v1.0 | Go-Live Target: 2026-02-26

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