No Active Session
OPP TEST-OPP-002 UC: UC-6.2

View Opportunities (Kanban View)

Userback Reference: Loading...

Prerequisites

  • User is logged in
  • Opportunities exist in the system across multiple pipeline stages

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Opportunities page
Opportunities page loads (may default to table view)
-
2
Click the view toggle to switch to Kanban view
View switches to Kanban board layout with stage columns
-
3
Verify stage columns display in pipeline order: Target, First Appointment, Assessment, Proposal, Forecast, Won, Lost
All seven stage columns are visible in the correct order
-
4
Verify opportunity cards in each column show: opportunity name, company name, and value
Each card displays all three fields
-
5
Verify each stage column header shows a count of opportunities in that stage
Stage counts display and match the number of cards in each column
-
6
Verify the data displayed is scoped to your role
Only opportunities within your data scope appear on the Kanban board
-

Acceptance Criteria