OPP TEST-OPP-004 UC: UC-6.4

Create a New Opportunity

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Prerequisites

User is logged in
At least one company exists in the system

Test Credentials

Role: Sales Rep

Email: s.wallace.test@circlemsp.com

Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result

Navigate to the Opportunities page and click New Opportunity

System opens the opportunity creation dialog

Verify the creation dialog displays fields: Company selector, Name, Type/Category, Value, Probability, Close Date, Owner

All required fields are visible in the dialog

Select a Company from the company selector dropdown

Company is selected and displayed in the field

Enter a Name (e.g., ‘UAT Test Opportunity’), select a Type/Category, enter a Value (e.g., ‘$10,000’), set Probability (e.g., ‘25%’), and set a Close Date

All fields accept input without errors

Verify the Owner field defaults to the current user

Owner field shows the logged-in user’s name

Click Submit to create the opportunity

System creates the opportunity and closes the dialog

Verify the new opportunity appears in the list (Table view) or in the Target stage column (Kanban view)

New opportunity is visible in the Target stage with the entered name, company, and value

Acceptance Criteria

Opportunity creation dialog presents all required fields
New opportunity is created in the Target stage by default
Opportunity appears in both table and Kanban views
Owner defaults to the current user