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OPP TEST-OPP-006 UC: UC-6.6

Advance Opportunity Stage

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Prerequisites

  • User is logged in
  • An open 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 an Opportunity Detail page for an open opportunity
Opportunity detail page loads with the current stage visible in the stage roadmap
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2
Note the current stage displayed in the Stage Roadmap (e.g., ‘Target’)
Current stage is clearly indicated on the roadmap
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3
Click the Change Stage button
System presents stage selection options
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4
Select a new stage (e.g., First Appointment)
New stage is selected
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5
Confirm the stage change
System processes the stage change
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6
Verify the Stage Roadmap updates to show the new stage as the current position
Roadmap visual updates with the new stage highlighted
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7
Check the Stage History section and verify it shows the transition with a timestamp and previous/new stage values
Stage history entry shows the transition from the old stage to the new stage with a timestamp
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Acceptance Criteria

← View Opportunity Detail Close Opportunity (Won/Lost) →