Create Opportunity | Circle USP

Test Steps

# Action Expected Result Screenshot Result

1

Navigate to company detail page

Page loads

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2

Click “New Opportunity” button

“New Opportunity” modal opens

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3

Verify Company is pre-filled

Shows UAT Test Corp - [Your Name]

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4

Enter Opportunity Name: HQ Network Refresh

Field accepts input

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5

Select Opportunity Type: CMSP

Dropdown shows all 10 types

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6

Verify Stage defaults to: Assessment

Stage is pre-selected

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7

Verify Probability shows: 35% (or configured value)

Probability displayed

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8

Enter Est. Close Date: [Next Month End]

Date picker works

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9

Click “Create”

Opportunity created

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10

Verify redirect to opportunity detail

Detail page loads

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11

Verify header shows name

“HQ Network Refresh” displayed

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12

Verify stage badge

Shows “Assessment”

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13

Verify success notification

“Opportunity created” toast

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Acceptance Criteria

Modal pre-fills company
All opportunity types available
Stage defaults correctly
Probability auto-fills based on stage
Opportunity created and detail page loads

Test Data Created

Opportunity: HQ Network Refresh (CMSP, Assessment)

← Change Opportunity Stage