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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
1
Navigate to the Opportunities page and click New Opportunity
System opens the opportunity creation dialog
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2
Verify the creation dialog displays fields: Company selector, Name, Type/Category, Value, Probability, Close Date, Owner
All required fields are visible in the dialog
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3
Select a Company from the company selector dropdown
Company is selected and displayed in the field
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4
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
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5
Verify the Owner field defaults to the current user
Owner field shows the logged-in user’s name
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6
Click Submit to create the opportunity
System creates the opportunity and closes the dialog
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7
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
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Acceptance Criteria