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OPP TEST-OPP-002 UC: UC-6.2

View Opportunities (Kanban View)

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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)
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2
Click the view toggle to switch to Kanban view
View switches to Kanban board layout with stage columns
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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
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4
Verify opportunity cards in each column show: opportunity name, company name, and value
Each card displays all three fields
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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
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6
Verify the data displayed is scoped to your role
Only opportunities within your data scope appear on the Kanban board
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Acceptance Criteria

← View Opportunities List (Table View) Drag-and-Drop Stage Change (Kanban) →