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OPP TEST-OPP-005 UC: UC-6.5

View Opportunity Detail

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Prerequisites

  • User is logged in
  • At least one opportunity exists within the user’s scope

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 list and click an opportunity name to open its detail page
Opportunity detail page loads
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2
Verify the header displays: name, company link, service type tag, value, probability, weighted value, close date, owner, and stage
All header fields are visible and populated with correct data
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3
Verify the Stage Roadmap displays a visual timeline showing all stages with the current stage highlighted
Stage roadmap renders with all stages (Target through Won/Lost) and the current position is visually indicated
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4
Verify action buttons are present: Change Stage, Won, Lost (for open opportunities)
Action buttons display for open opportunities
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5
Verify tab navigation shows: Overview, Notes, Contacts, Solutions, Proposals, Documents, Splits, Activities
All eight tabs are visible in the tab bar
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6
Click the Notes tab
Notes tab content loads and displays any existing notes
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7
Click through each remaining tab (Contacts, Solutions, Proposals, Documents, Splits, Activities) and verify content loads for each
Each tab loads its respective content without errors
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Acceptance Criteria

← Create a New Opportunity Advance Opportunity Stage →