Circle USP UAT Guide

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Test Modules

Login with Circle Auth
Two-Factor Authentication (TOTP)
Login with Microsoft OAuth
API Key Authentication
Logout
TOTP Setup

View Sales Activity Dashboard
Filter Dashboard by Team/Rep/Date
Export Dashboard Data

View Companies List
Create a New Company
View Company Detail
Edit a Company
Delete a Company
Bulk Assign Companies
Import Companies from CSV
Manage Company Locations
Manage Company Notes
Manage Company Documents

View Contacts List
Create a New Contact
View Contact Detail
Edit a Contact
Manage Contact Methods

Log an Activity
View Activity Timeline
Manage Activity Attendees
Real-Time Activity Feed

View Opportunities List (Table View)
View Opportunities (Kanban View)
Drag-and-Drop Stage Change (Kanban)
Create a New Opportunity
View Opportunity Detail
Advance Opportunity Stage
Close Opportunity (Won/Lost)
Bulk Change Opportunity Stage
Manage Revenue Splits

Create a New Solution
Browse the Wares Catalog
Search the Wares Catalog
Add Equipment to Solution (Single Select)
Add Equipment to Solution (Multi-Select)
Adjust Item Quantity
Configure Constrained Accessories (Slot-Based)
Add Freeform Accessories
Reorder Solution Items (Drag and Drop)
Remove Solution Items
Change Solution Metadata (Name, SLA, Tier)
Save and Close Solution
Cancel New Solution
Edit Existing Solution
View Solution Financials

Open Financial Calculator
Switch Pricing Modes
Manage Financial Scenarios

View Proposals List
Create a New Proposal
Edit Proposal in Builder
Send a Proposal
Track Proposal Engagement
View Proposal as External Recipient
Submit Proposal for Approval
Approve or Reject a Proposal

View Territories
Edit Territory Assignments

Customize Widgets on a List Page
Create a Custom Widget

Apply Advanced Filters
Save a Filter
Load a Saved Filter

Global Search

Receive In-App Notifications
Real-Time List Updates

View and Edit Profile
Change Password
Manage User Preferences

Manage Users
Manage Roles
Manage Permissions (RBAC Matrix)
User Permission Overrides
View Audit Trail
Manage Equipment Catalog (System Wares)

Import Wares from Source Systems

Proposal Approval Workflow
Discount Approval

Unauthenticated Access
Unauthorized Access (Wrong Permission)
Concurrent Editing
Network Error During Save

Full Keyboard Navigation
Screen Reader Compatibility
Solution Configurator Keyboard Shortcuts

Search

Global cross-entity search

TEST-SRCH-001 Pending

Global Search

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Circle USP UAT Guide v1.0 | Go-Live Target: 2026-02-26

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