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PROP TEST-PROP-005 UC: UC-9.5

Track Proposal Engagement

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Prerequisites

  • A proposal has been sent (UC-9.4)

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Open a proposal that has been sent
The proposal detail view opens showing the sent proposal
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2
Verify tracking data shows: view count, last viewed timestamp, and recipient interactions
Engagement metrics are displayed including view count, last viewed date/time, and per-recipient interaction data
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3
Have the proposal viewed externally (or verify existing tracking data) and confirm tracking updates appear (may update in real-time via SSE)
Engagement data reflects the external view and updates are visible without manual refresh
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Acceptance Criteria

← Send a Proposal View Proposal as External Recipient →