SalesCRM — Automation Testing Guide

SalesCRM is a single-page CRM practice application with 8 fully functional modules. Navigation is sidebar-based — clicking each nav item switches the visible tab without a page reload. All data is persisted in localStorage under the key crm_v2, so state survives refreshes within the same browser.

The Dashboard is the default landing tab. It aggregates KPI metrics across all modules and provides quick access to common actions.

• 1Observe the five KPI stat cards: Total Contacts, Accounts, Active Pipeline (dollar value), Open Tickets, and Active Campaigns
• 2Verify each stat card shows a number loaded from the seed data, not a dash or zero
• 3Locate the Pipeline Funnel card on the left showing stage-by-stage opportunity counts
• 4On the right, observe the Recent Activities panel listing the five most recent scheduled activities with type icon and assigned user
• 5Click View All in the Recent Activities header and verify the Activities tab becomes active
• 6Locate the Quick Actions strip at the bottom with six action tiles
• 7Click Add Contact — verify the app switches to the Contacts tab and the Add Contact modal opens
• 8Click Capture Lead — verify the app switches to Leads tab and the Capture Lead modal opens
• 9Click New Opportunity — verify navigation to Pipeline tab and the opportunity modal opens
• 10Click Schedule Activity, Open Ticket, and New Campaign and verify each navigates to the correct tab and opens the relevant modal

The Contacts tab displays 8 seeded contacts linked to 6 seeded accounts. Both entities support search, full CRUD, and linked data.

• 1Click Contacts & Accounts in the sidebar — verify the account cards grid loads at the top showing 6 company cards
• 2Each account card shows company name, industry, type, and contact count
• 3Below the accounts grid, the contacts table lists all 8 contacts with name/title, email, phone, and account name
• 4Type a contact name (e.g. "Sarah") in the search box and verify the table filters in real time
• 5Click Add Contact — verify the Add Contact modal opens with First Name, Last Name, Email, Phone, Job Title, Account dropdown, and Notes fields
• 6Fill all required fields and click Save Contact — verify the success toast and the new row appears in the table
• 7Click the eye icon on any contact row to open the View Contact modal showing all saved details
• 8Close the view modal, then click the edit icon — verify the modal pre-populates all fields with the saved values
• 9Change the Phone number and click Save — verify the toast and updated value in the table
• 10Click the trash icon — confirm the browser dialog — verify the row is removed from the table

The Lead Management tab shows a conversion funnel and a registry of 6 seeded leads with scoring, rating, and status tracking.

• 1Click Lead Management in the sidebar — observe the four funnel tiles: New, Contacted, Qualified, Converted showing counts
• 2Verify the leads table shows 6 rows with name, company, email, source, score bar, rating badge, and status badge
• 3Click Capture Lead — verify the lead modal opens with First Name, Last Name, Email, Phone, Company, Job Title, Source, Rating, Score (0–100), and Status fields
• 4Enter a score of 150 and click Save — verify the validation toast "Score must be between 0 and 100"
• 5Fix the score to 80, complete all required fields, and save — verify the lead appears in the table and the funnel count for its status increments
• 6Use the search box to find a lead by company name — verify the table filters correctly
• 7Use the status dropdown filter to show only Qualified leads — verify only those rows are visible
• 8Click the edit icon on a lead — change the status to Contacted and save — verify the funnel tile counts update
• 9Click the convert icon (user-check) on a lead — confirm the dialog — verify the success toast "Lead converted to contact successfully"
• 10Navigate to the Contacts tab and verify the converted lead now appears as a new contact row
• 11Return to Leads and verify the converted lead's status badge now shows Converted
• 12Delete a lead using the trash icon and verify it is removed from both the table and funnel counts

The Pipeline tab provides a Kanban board with 5 stages and 4 revenue metric cards. Opportunities can be clicked to edit and then re-staged.

• 1Click Sales Pipeline — verify 4 metric cards show Pipeline Value, Weighted Forecast, Closed Won, and Closed Lost values
• 2Identify the 5 kanban columns: Prospect, Qualification, Proposal, Negotiation, and Closed Won — each shows a count badge
• 3Verify each opportunity card shows the deal name, amount, account name, probability percentage, and expected close date
• 4Click an opportunity card — verify the Edit Opportunity modal opens pre-populated with all fields
• 5Change the Stage from Proposal to Negotiation and click Save — verify the card moves to the Negotiation column
• 6Click New Opportunity — fill in Name, Amount, Stage, Probability, and Close Date — verify it appears in the correct stage column
• 7Create an opportunity in Proposal stage and verify the Pipeline Value metric increases accordingly
• 8Edit an opportunity and change its stage to Closed Won — verify the Closed Won metric updates
• 9Verify the Account and Contact dropdowns in the modal are pre-populated from the seed data
• 10Leave the Name field blank and click Save — verify the required-field validation toast

The Activities tab logs all scheduled and completed tasks — calls, meetings, emails, and generic tasks — with priority and overdue indicators.

• 1Click Activities & Tasks — verify 5 seeded activities load with type icon, subject, category, contact, due date, priority badge, and status badge
• 2Verify any activity with a past due date shows an Overdue status badge in red
• 3Use the search box to filter by keyword — then use the Type dropdown (Call / Meeting / Email / Task) to narrow further
• 4Use the Status dropdown to show only Overdue activities — verify the correct rows appear
• 5Click Schedule Activity — verify the modal opens with Type, Priority, Subject, Related Contact, Due Date, Due Time, and Notes
• 6Submit with the Subject left blank — verify the validation toast
• 7Fill all required fields and save — verify the success toast and new row in the table
• 8Click the check icon on a Scheduled activity — verify the status changes to Completed
• 9Click the edit icon on any activity — change the priority and save — verify the badge updates
• 10Delete an activity using the trash icon and confirm the dialog — verify the row is removed

The Communications tab is a read-only interaction log showing all email and call records linked to contacts with direction and status tracking.

• 1Click Communications — verify 4 seeded records load showing type icon, subject, contact name, direction, status, and timestamp
• 2Verify direction badges distinguish Outbound (blue) from Inbound (amber)
• 3Use the search box to search by subject keyword — verify matching rows stay visible
• 4Use the Direction dropdown to filter to Outbound only — verify only outbound records appear
• 5Click the eye icon on any row — verify the View Communication modal opens with Type, Subject, Contact, Direction, Status, Date/Time, and optional Template/Notes fields
• 6Close the modal using the × button
• 7Click outside the modal area (backdrop) to verify it also closes
• 8Press the Escape key on the keyboard when a modal is open and verify it closes

The Campaigns tab shows 3 seeded campaign cards with email delivery metrics — sent, delivered, open rate, and click rate — plus full CRUD operations.

• 1Click Marketing Campaigns — verify 3 campaign cards load in a responsive grid
• 2Each card shows the campaign name, type, status badge, 4 metric tiles (Sent, Delivered, Open Rate, Click Rate), date range, and action buttons
• 3Verify the Spring Product Launch card shows Active status badge in green
• 4Use the search box to search for "Trade Show" — verify only that campaign card is visible
• 5Use the Status filter dropdown to show Draft campaigns only — verify the correct cards appear
• 6Click New Campaign — verify the modal opens with Name, Type, Status, Start Date, End Date, Budget, and Description fields
• 7Set End Date before Start Date and save — observe whether validation handles it gracefully
• 8Fill all required fields with valid dates and save — verify the new campaign card appears in the grid
• 9Click the edit icon on an existing campaign — change the status to Active and save — verify the badge updates in the card
• 10Verify that editing a campaign preserves its sent/delivered/opened/clicked metrics
• 11Delete a campaign and verify it disappears from the grid

The Support tab manages customer support tickets with priority-based SLA deadlines, status tracking, and resolution workflows.

• 1Click Support & Tickets — verify four KPI stat cards show Open, In Progress, Resolved, and Critical Open counts
• 2Verify the tickets table shows 4 seeded rows with ticket ID, subject, contact, account, priority badge, status badge, and SLA indicator
• 3Check the SLA column — a past-deadline ticket should show Breached in red; an active one shows On Track in green or At Risk in amber
• 4Use the search box to search by subject keyword — verify matching rows appear
• 5Use the Priority dropdown to filter by Critical — verify only critical priority tickets are shown
• 6Use the Status dropdown to show In Progress tickets — verify correct rows
• 7Click Open Ticket — verify the modal opens with Subject, Contact, Account, Priority, Category, Status, and Description fields
• 8Save a ticket with Priority set to Critical — verify the SLA deadline is automatically set to 4 hours from now
• 9Save a ticket with Priority set to High — verify the SLA is set to 8 hours
• 10Click the edit icon on an Open ticket — change the status to In Progress and save — verify the KPI stat cards update
• 11Click the resolve icon on an In Progress ticket — confirm the dialog — verify status changes to Resolved and the Resolved counter increments
• 12Verify that a Resolved ticket shows SLA status as Met