CRM Contact Management - CRM01P1US01

Test Case 1 - Verify Total Contacts KPI card displays accurate count with time filter functionality

Test Case Metadata

Test Case ID: CRM01P1US01_TC_001
Title: Verify Total Contacts KPI card displays accurate count with time filter functionality and real-time updates
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Dashboard Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Dashboard, Database, MOD-ContactDashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-User-Acceptance, Report-Customer-Segment-Analysis, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Dashboard-API

Business Context

Customer_Segment: All Revenue_Impact: High Business_Priority: Must-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: Yes

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Full Dashboard Access Role_Restrictions: Cannot modify contact ownership Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High Complexity_Level: Medium Expected_Execution_Time: 5 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of Total Contacts KPI functionality Integration_Points: Dashboard-API, Real-time-Updates, Contact-Database Code_Module_Mapped: ContactDashboard, KPICalculation Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: AC1, AC2 from user story - KPI card business rules Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_002, CRM01P1US01_TC_003

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Contact Database API, Real-time sync service Performance_Baseline: < 3 seconds load time Data_Requirements: Contacts with varied creation dates from TechCorp Solutions, InnovateTech, GrowthCo

Prerequisites

Setup_Requirements: Clean contact database with CRM test data User_Roles_Permissions: Marketing Manager access level Test_Data:

• CRM001: Sarah Johnson created this month
• CRM002: Michael Chen created last month
• CRM003: Emily Rodriguez created 3+ months ago
• CRM004: David Thompson created this month Prior_Test_Cases: Database connectivity verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to CRM Contacts dashboard	Dashboard loads within 3 seconds, displays 4 KPI cards including "Total Contacts"	URL: /contacts	AC1 - Dashboard performance requirement
2	Observe Total Contacts card default state	Shows count with building icon, "All time" filter selected, displays actual total	Total contacts = 4	BR1 - Real-time count calculation
3	Click filter dropdown icon on Total Contacts card	Dropdown appears with options: "All time", "This month", "Last month"	Filter options display	AC2 - Filter functionality requirement
4	Select "This month" filter option	Card updates to show count "2", filter text changes to "This month"	CRM001, CRM004 (created this month)	BR2 - Time-based filtering logic
5	Select "Last month" filter option	Card updates to show count "1" for previous month	CRM002 (created last month)	BR3 - Historical data accuracy
6	Select "All time" to reset filter	Card returns to showing total count "4"	All test contacts	AC3 - Filter reset functionality
7	Click on Total Contacts card area	Contact list page filters to show contacts matching selected time period	Filtered contact results	BR4 - Click-through behavior
8	Verify comma separator for large numbers	Numbers >999 display with comma separators	Test with 1,250 contacts	BR5 - Display format requirements
9	Test real-time updates by adding new contact	KPI card count increments automatically without page refresh	Add new contact CRM005	AC4 - Real-time update requirement
10	Verify count excludes deleted contacts	Deleted contacts not included in total count calculation	Soft-delete CRM005, verify count	BR6 - Exclusion logic

Verification Points

Primary_Verification: Total Contacts KPI card displays accurate count for each time filter selection Secondary_Verifications:

• Filter dropdown functionality operates correctly
• Real-time updates reflect immediately without refresh
• Click-through filtering works as expected
• Number formatting follows display standards Negative_Verification: Count excludes deleted/archived contacts and maintains accuracy

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 5 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Database connectivity test Blocked_Tests: CRM01P1US01_TC_002 (Hot Leads depends on contact data) Parallel_Tests: CRM01P1US01_TC_003 (Average Score), CRM01P1US01_TC_004 (Churn Risk) Sequential_Tests: Must run after data setup, before dependent KPI tests

Additional Information

Notes: Critical for daily operations dashboard - foundation test for all KPI functionality Edge_Cases: Large number formatting (1000+), timezone considerations for "this month" calculations Risk_Areas: Real-time sync failures, database connection issues Security_Considerations: Data access permissions validated through user authentication

Missing Scenarios Identified

Scenario_1: Test KPI card behavior during database connection failures Type: Error Handling Rationale: Critical for system reliability based on user story dependency requirements Priority: P2

Scenario_2: Validate timezone handling for "This month"/"Last month" calculations across different user locations Type: Edge Case Rationale: Business operates globally, time calculations must be accurate per user story Priority: P2

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Test Case 2 - Verify Hot Leads KPI card accurately identifies and displays hot leads with trending indicators

Test Case Metadata

Test Case ID: CRM01P1US01_TC_002
Title: Verify Hot Leads KPI card accurately identifies and displays hot leads with trending indicators and qualification criteria
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Dashboard Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Dashboard, AI-Scoring, MOD-ContactDashboard, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Revenue-Impact-Tracking, Report-Customer-Segment-Analysis, Report-User-Acceptance, Report-Module-Coverage, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-AI-Scoring

Business Context

Customer_Segment: Enterprise Revenue_Impact: High Business_Priority: Must-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: Yes

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Hot Lead Access Role_Restrictions: Cannot modify AI scoring criteria Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High Complexity_Level: High Expected_Execution_Time: 7 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of Hot Leads KPI and qualification criteria Integration_Points: AI-Scoring-Engine, Lead-Classification-Service, Contact-Database Code_Module_Mapped: HotLeadDetection, LeadScoring, KPICalculation Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Revenue-Impact-Tracking, Customer-Segment-Analysis Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Hot Lead Alert Parameters, AI Score ≥92 qualification, Demo Request criteria Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_001 (depends on contact data)

Test Environment

Environment: Staging Browser/Version: Chrome 115+ Device/OS: Windows 10/11 Screen_Resolution: Desktop-1920x1080 Dependencies: AI Scoring Engine, Lead Classification Service, Contact Database Performance_Baseline: < 3 seconds load time Data_Requirements: Contacts with varied AI scores and engagement levels

Prerequisites

Setup_Requirements: AI scoring service active, contact engagement data populated User_Roles_Permissions: Sales Manager access level Test_Data:

• CRM001: Sarah Johnson, AI Score = 95, Stage = "Hot Lead", Demo requested yesterday
• CRM002: Michael Chen, AI Score = 87, Stage = "Qualified"
• CRM003: Emily Rodriguez, AI Score = 78, Stage = "Nurturing"
• CRM004: David Thompson, AI Score = 92, Stage = "Hot Lead", Pricing page visits = 8x Prior_Test_Cases: CRM01P1US01_TC_001 (Total Contacts verified)

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to contacts dashboard	Hot Leads card displays with flame icon and warning triangle	Dashboard URL	AC5 - Hot Lead visual indicators
2	Verify hot leads count accuracy	Shows "2" hot leads (CRM001, CRM004 with Stage="Hot Lead")	Count = 2 contacts	BR7 - Stage-based classification
3	Check trending indicator display	Shows up/down arrow with green/red color based on previous period comparison	Historical comparison data	AC6 - Trending calculation requirement
4	Verify "Act to prevent churn" subtitle	Subtitle text displays correctly under hot leads count	Subtitle text validation	BR8 - User guidance messaging
5	Click on Hot Leads card	Contact list filters to show only Hot Lead stage contacts	Filtered results: CRM001, CRM004	AC7 - Click-through filtering
6	Test AI Score ≥92 qualification	Verify CRM004 (score 92) qualifies as hot lead automatically	AI Score = 92 threshold	BR9 - Automatic qualification criteria
7	Test Demo Request qualification	Verify CRM001 qualifies due to demo request yesterday	Demo request timestamp	BR10 - Engagement-based qualification
8	Test Pricing Page Visits qualification	Verify CRM004 qualifies with 8x pricing page visits this week	Page visit analytics data	BR11 - Behavioral qualification criteria
9	Verify exclusion of non-qualifying contacts	CRM002 (score 87) and CRM003 (score 78) not counted as hot leads	Lower scores excluded	BR12 - Qualification threshold enforcement
10	Test real-time hot lead status updates	When contact reaches qualification criteria, hot leads count updates	Update CRM002 to demo request	AC8 - Real-time qualification updates

Verification Points

Primary_Verification: Hot Leads count matches contacts meeting any of the 7 qualification criteria Secondary_Verifications: Trending indicator accuracy, visual design consistency, click-through functionality Negative_Verification: Contacts not meeting criteria excluded from hot leads count

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 7 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: CRM01P1US01_TC_001 (Total Contacts), AI scoring service availability Blocked_Tests: Hot lead alert workflow tests Parallel_Tests: CRM01P1US01_TC_003 (Average Score) Sequential_Tests: Must run after contact data setup and scoring calculations

Additional Information

Notes: Critical for sales team prioritization - directly impacts revenue generation Edge_Cases: Multiple qualification criteria met simultaneously, threshold boundary conditions Risk_Areas: AI scoring service failures, real-time update delays Security_Considerations: Lead scoring algorithm protection, access control validation

Missing Scenarios Identified

Scenario_1: Test each of the 7 hot lead qualification criteria individually Type: Business Rule Validation Rationale: Each criteria mentioned in user story needs individual validation Priority: P1

Scenario_2: Test hot lead qualification when multiple criteria are met simultaneously Type: Edge Case Rationale: Business rule complexity requires combination testing Priority: P2

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Test Case 3 - Verify Average Score KPI card calculation and color coding functionality

Test Case Metadata

Test Case ID: CRM01P1US01_TC_003
 Title: Verify Average Score KPI card calculation accuracy with color coding and real-time recalculation
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Dashboard Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Dashboard, AI-Scoring, MOD-ContactDashboard, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Report-User-Acceptance, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-AI-Scoring

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Executive Leadership Permission_Level: Dashboard View Only Role_Restrictions: Cannot modify individual scores Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 4 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of Average Score calculation and display Integration_Points: AI-Scoring-Algorithm, Contact-Database, Real-time-Updates Code_Module_Mapped: ScoreCalculation, KPIDisplay, ColorCoding Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, Performance-Metrics, User-Acceptance Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Average Score calculation rules, Color coding business rules (Green ≥80, Yellow 60-79, Red <60) Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_001, CRM01P1US01_TC_002

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: AI Scoring Algorithm, Contact Database, Real-time calculation engine Performance_Baseline: Recalculation within 4 hours maximum Data_Requirements: Contacts with varied AI scores for mathematical verification

Prerequisites

Setup_Requirements: Contact database with scored contacts User_Roles_Permissions: Executive Dashboard access Test_Data:

• CRM001: Sarah Johnson, AI Score = 95
• CRM002: Michael Chen, AI Score = 87
• CRM003: Emily Rodriguez, AI Score = 78
• CRM004: David Thompson, AI Score = 92
• Expected Average = 88 (rounded to nearest integer) Prior_Test_Cases: Contact scoring system verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Load contacts dashboard with scored contacts	Average Score card displays calculated average with star icon	Dashboard load	AC9 - Score display requirement
2	Verify mathematical accuracy of average calculation	Card shows "88" as average of (95+87+78+92)/4 = 88	Calculated average = 88	BR13 - Mathematical accuracy requirement
3	Verify color coding for high scores	Score 88 displays with Green color (≥80 threshold)	Green color validation	BR14 - Color coding rule for scores ≥80
4	Test color coding with medium score range	Modify one score to create average in 60-79 range, verify Yellow color	Adjusted average 65-75	BR15 - Yellow color for scores 60-79
5	Test color coding with low score range	Modify scores to create average <60, verify Red color	Adjusted average <60	BR16 - Red color for scores <60
6	Add new contact with score and verify recalculation	Average recalculates automatically including new contact score	Add CRM005: Score = 45	AC10 - Real-time recalculation
7	Verify score display format	Score displays as integer without decimal places	Integer display format	BR17 - Display format requirement
8	Test null score handling	Contacts without scores excluded from average calculation	Contact with NULL score	BR18 - NULL value exclusion logic
9	Verify update frequency compliance	Score updates occur within 4 hours maximum as specified	Time-based update check	AC11 - Update frequency requirement
10	Test performance optimization	Average calculation performs within acceptable response time	Performance measurement	BR19 - Calculation efficiency requirement

Verification Points

Primary_Verification: Average Score mathematical accuracy and proper color coding application Secondary_Verifications: Real-time recalculation, display formatting, null value handling Negative_Verification: Scores outside valid range (0-100) handled appropriately

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 4 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact scoring system validation Blocked_Tests: Executive dashboard reporting tests Parallel_Tests: CRM01P1US01_TC_004 (Churn Risk Contacts) Sequential_Tests: Requires scored contact data from previous tests

Additional Information

Notes: Important for executive visibility into overall lead quality Edge_Cases: All scores at boundaries (exactly 60, 80), single contact scenarios Risk_Areas: Scoring algorithm failures, calculation performance issues Security_Considerations: Score data integrity, calculation transparency

Missing Scenarios Identified

Scenario_1: Test average calculation with exactly one contact Type: Edge Case Rationale: Boundary condition for mathematical calculation Priority: P3

Scenario_2: Test behavior when all contacts have NULL scores Type: Error Handling Rationale: Edge case that could break calculation logic Priority: P2

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Test Case 4 - Verify Churn Risk Contacts KPI card identifies contacts with no touch in 60+ days

Test Case Metadata

Test Case ID: CRM01P1US01_TC_004
Title: Verify Churn Risk Contacts KPI card accurately identifies contacts with no interaction in 60+ days excluding Customer Won/Lost stages
 Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Dashboard Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Regression Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Dashboard, Churn-Prevention, MOD-ContactDashboard, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Customer-Segment-Analysis, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-High, Revenue-Impact-Medium, Integration-Activity-Tracking

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Support Compliance_Required: No SLA_Related: Yes

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Full Churn Risk Access Role_Restrictions: Cannot modify last contact dates directly Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High Complexity_Level: High Expected_Execution_Time: 8 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of Churn Risk identification and calculation logic Integration_Points: Contact-Activity-Tracking, Date-Calculation-Engine, Stage-Management Code_Module_Mapped: ChurnRiskCalculation, ActivityTracking, StageFiltering Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM Report_Categories: Quality-Dashboard, Customer-Segment-Analysis, User-Acceptance Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: 60+ days calculation logic, Stage exclusion rules (Customer Won/Lost), Color coding rules Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_001, CRM01P1US01_TC_002, CRM01P1US01_TC_003

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Contact Activity Tracking service, Date Calculation Engine, Stage Management system Performance_Baseline: Updates daily at midnight Data_Requirements: Contacts with varied last contact dates and stages

Prerequisites

Setup_Requirements: Contact activity tracking enabled, varied contact interaction dates User_Roles_Permissions: Marketing Manager access level Test_Data:

• CRM001: Sarah Johnson, Last contact = 65 days ago, Stage = "Qualified" (Should be included)
• CRM002: Michael Chen, Last contact = 75 days ago, Stage = "Hot Lead" (Should be included)
• CRM003: Emily Rodriguez, Last contact = 90 days ago, Stage = "Customer Won" (Should be excluded)
• CRM004: David Thompson, Last contact = 80 days ago, Stage = "Lost" (Should be excluded)
• CRM005: Contact with last contact = exactly 60 days ago, Stage = "Nurturing" Prior_Test_Cases: Contact data setup and stage management verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to contacts dashboard	Churn Risk Contacts card displays with warning triangle icon	Dashboard URL	AC12 - Visual indicator requirement
2	Verify churn risk count calculation	Shows "2" contacts (CRM001: 65 days, CRM002: 75 days)	Count = 2 at-risk contacts	BR20 - 60+ days calculation logic
3	Verify Customer Won stage exclusion	CRM003 (90 days, Customer Won) not included in count	Customer Won exclusion	BR21 - Stage exclusion rule
4	Verify Lost stage exclusion	CRM004 (80 days, Lost) not included in count	Lost stage exclusion	BR22 - Stage exclusion rule
5	Test 60-day boundary condition	CRM005 (exactly 60 days) should NOT be included in count	Exactly 60 days = excluded	BR23 - Boundary condition (60+ means >60)
6	Verify color coding for high risk	Red color displayed for count ≥50 (if applicable)	Color validation	BR24 - Risk level color coding
7	Test tooltip information display	Hover shows "Contacts with no interaction in 60+ days - prioritize nurturing campaigns"	Tooltip text validation	AC13 - User guidance tooltip
8	Click churn risk card for filtering	Contact list filters to show only at-risk contacts	Filtered results: CRM001, CRM002	AC14 - Click-through functionality
9	Verify daily update frequency	Churn risk calculations update daily at midnight	Time-based update verification	BR25 - Update frequency requirement
10	Test stage transition impact	When contact moves to Customer Won, removed from churn risk count	Stage change: CRM001 to Customer Won	BR26 - Real-time stage impact

Verification Points

Primary_Verification: Churn Risk count accurately reflects contacts with no interaction >60 days excluding Customer Won/Lost stages Secondary_Verifications: Color coding accuracy, tooltip functionality, click-through filtering, daily updates Negative_Verification: Customer Won and Lost stage contacts excluded regardless of last contact date

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 8 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact activity tracking setup, stage management system Blocked_Tests: Churn prevention campaign tests Parallel_Tests: Other KPI card tests (TC_001, TC_002, TC_003) Sequential_Tests: Requires contact history and stage data setup

Additional Information

Notes: Critical for customer retention efforts - identifies prospects at risk of disengagement Edge_Cases: Exactly 60 days boundary, stage transitions, timezone considerations Risk_Areas: Activity tracking failures, date calculation errors, stage synchronization issues Security_Considerations: Contact interaction data privacy, access control validation

Missing Scenarios Identified

Scenario_1: Test churn risk calculation across different timezones Type: Edge Case Rationale: Global operations require timezone-aware calculations Priority: P2

Scenario_2: Test behavior when contact has no recorded last contact date Type: Error Handling Rationale: New contacts or data migration scenarios need handling Priority: P2

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Test Case 5 - Verify real-time search functionality across contact name, company, position, and tags

Test Case Metadata

Test Case ID: CRM01P1US01_TC_005
Title: Verify real-time search functionality across contact name, company, position, and tags with performance validation
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Search Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Search, Real-time, MOD-ContactSearch, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Performance-Metrics, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Search-Engine

Business Context

Customer_Segment: All Revenue_Impact: Low Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: Yes

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Search Access Role_Restrictions: Cannot search deleted contacts Multi_Role_Scenario: Yes

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 6 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of search functionality across all searchable fields Integration_Points: Search-Engine, Contact-Database, Real-time-Indexing Code_Module_Mapped: ContactSearch, SearchIndexing, ResultsFiltering Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Performance-Metrics, User-Acceptance, Module-Coverage Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Real-time search across multiple fields, < 500ms response time, case-insensitive search Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_006 (filtering), CRM01P1US01_TC_001 (contact data)

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Search Engine service, Contact Database, Real-time indexing Performance_Baseline: < 500ms search response time Data_Requirements: Diverse contact data with varied names, companies, positions, tags

Prerequisites

Setup_Requirements: Search indexing service active, contact database populated User_Roles_Permissions: Sales team access level Test_Data:

• CRM001: Sarah Johnson, TechCorp Solutions, VP of Sales, Tags: Enterprise, CEO
• CRM002: Michael Chen, InnovateTech, CTO, Tags: Tech Startup, Decision Maker
• CRM003: Emily Rodriguez, GrowthCo, Marketing Director, Tags: Marketing, SMB
• CRM004: David Thompson, FutureTech Industries, CEO, Tags: Enterprise, CEO Prior_Test_Cases: Contact database populated and indexed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click in search box at top of contact list	Search box becomes active with cursor focus	Search interface	AC15 - Search accessibility
2	Type "Sarah" in search box	Results filter to show only CRM001 (Sarah Johnson)	Search term: "Sarah"	BR27 - Name search functionality
3	Clear search and type "TechCorp"	Results show CRM001 (TechCorp Solutions)	Search term: "TechCorp"	BR28 - Company search functionality
4	Clear search and type "VP"	Results show CRM001 (VP of Sales)	Search term: "VP"	BR29 - Position search functionality
5	Clear search and type "Enterprise"	Results show CRM001, CRM004 (both tagged Enterprise)	Search term: "Enterprise"	BR30 - Tag search functionality
6	Test case-insensitive search with "SARAH"	Results show CRM001 (Sarah Johnson)	Search term: "SARAH"	BR31 - Case-insensitive search requirement
7	Test partial matching with "Tech"	Results show CRM001 (TechCorp), CRM002 (InnovateTech), CRM004 (FutureTech)	Search term: "Tech"	BR32 - Partial matching functionality
8	Type invalid search "xyz123nonexistent"	Shows "No contacts found" message with clear indication	Invalid search term	AC16 - No results handling
9	Measure search response time	Search results appear within 500ms of typing	Performance measurement	BR33 - Performance requirement
10	Test search with special characters	Search handles special characters gracefully without errors	Search: "O'Connor-Smith"	BR34 - Special character handling

Verification Points

Primary_Verification: Search returns accurate results across all searchable fields (name, company, position, tags) Secondary_Verifications: Performance meets <500ms requirement, case-insensitive functionality, proper no-results handling Negative_Verification: Search doesn't return irrelevant contacts, handles invalid input gracefully

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 6 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact database populated, search indexing active Blocked_Tests: Advanced filtering tests Parallel_Tests: CRM01P1US01_TC_006 (filtering functionality) Sequential_Tests: Requires contact data from setup tests

Additional Information

Notes: Foundation functionality for user productivity - heavily used feature Edge_Cases: Empty search handling, very long search terms, rapid typing scenarios Risk_Areas: Search index failures, database connectivity issues, performance degradation Security_Considerations: Search input sanitization, data access permissions

Missing Scenarios Identified

Scenario_1: Test search functionality with large dataset (1000+ contacts) Type: Performance Rationale: Scalability requirement for enterprise usage Priority: P2

Scenario_2: Test concurrent search requests from multiple users Type: Performance Rationale: Multi-user system requires concurrent access testing Priority: P3

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Test Case 6 - Verify multi-select filtering functionality with combination filters

Test Case Metadata

Test Case ID: CRM01P1US01_TC_006
Title: Verify multi-select filtering functionality with combination filters and state persistence Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Management Filtering Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Filtering, Multi-Select, MOD-ContactFiltering, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Low, Integration-Filter-Engine

Business Context

Customer_Segment: All Revenue_Impact: Low Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Full Filtering Access Role_Restrictions: Cannot create custom filter criteria Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: High Expected_Execution_Time: 10 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of filtering options and combinations Integration_Points: Filter-Engine, Contact-Database, State-Management Code_Module_Mapped: ContactFiltering, FilterCombination, StateManagement Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: User-Acceptance, Module-Coverage, Performance-Metrics Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Multi-select filtering (8 stages, 6 types, 11 channels), OR logic implementation, filter persistence Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_005 (search), CRM01P1US01_TC_001 (contact data)

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Filter Engine service, Contact Database, Session Management Performance_Baseline: Filter application < 1 second Data_Requirements: Contacts with varied stages, types, channels, scores

Prerequisites

Setup_Requirements: Contact database with diverse filtering attributes User_Roles_Permissions: Marketing Manager access level Test_Data:

• CRM001: Sarah Johnson, Stage="Hot Lead", Type="Prospect", Channel="ROI Calculator", Score=95
• CRM002: Michael Chen, Stage="Qualified", Type="Partner", Channel="Schedule Demo", Score=87
• CRM003: Emily Rodriguez, Stage="Nurturing", Type="Prospect", Channel="Newsletter", Score=78
• CRM004: David Thompson, Stage="Hot Lead", Type="Investor", Channel="Webinar", Score=92 Prior_Test_Cases: Contact data populated with filtering attributes

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Hide Filters" to reveal filter panel	Filter panel expands showing all filter categories: Stage, Company, Tags, Score range	Filter panel display	AC17 - Filter accessibility
2	Open Stage filter dropdown	Shows 8 lifecycle stages with checkboxes: New Lead, Qualified Lead (MQL), Nurture/Disqualified, Hot Lead (SQL), Opportunity, Customer Won, Customer Lost, Nurturing (Ongoing)	8 stage options	BR35 - Stage filter options
3	Select "Hot Lead" and "Qualified" stages	Checkboxes marked, filter shows selected count	Multi-select: Hot Lead, Qualified	AC18 - Multi-select functionality
4	Click "Apply Filter"	Contact list shows CRM001, CRM002, CRM004 (OR logic: Hot Lead OR Qualified)	Filtered results	BR36 - OR logic implementation
5	Open Type filter and select "Prospect"	Further narrows to CRM001, CRM003 (Hot Lead OR Qualified) AND Prospect	Type filter addition	AC19 - Combined filter logic
6	Apply Score Range filter 80-100	Shows CRM001, CRM004 (meet all criteria: stage AND type AND score)	Score range: 80-100	BR37 - Numeric range filtering
7	Verify Company filter with search	Type "TechCorp" in company filter, shows matching companies	Company search functionality	BR38 - Company filter with search
8	Select Position filter "VP of Sales"	Further narrows results to contacts matching position criteria	Position selection	BR39 - Position filtering
9	Click "Clear" button	All filters reset, full contact list displays	Filter reset	AC20 - Clear functionality
10	Apply filters and refresh browser page	Filter state persists after page refresh	State persistence test	BR40 - Session maintenance

Verification Points

Primary_Verification: Multi-select filters work with proper OR logic within categories and AND logic between categories Secondary_Verifications: Filter combinations work correctly, state persistence functions, clear functionality works Negative_Verification: Invalid filter combinations handled gracefully, no contacts shown when criteria impossible

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 10 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Contact data setup, filter service availability Blocked_Tests: Export functionality with filtered data Parallel_Tests: CRM01P1US01_TC_005 (search functionality) Sequential_Tests: Requires diverse contact data from setup

Additional Information

Notes: Complex filtering essential for contact organization and targeted campaigns Edge_Cases: All filters applied simultaneously, conflicting filter criteria, empty result sets Risk_Areas: Filter engine performance, state management failures, complex query optimization Security_Considerations: Filter criteria validation, data access control

Missing Scenarios Identified

Scenario_1: Test filter performance with maximum filter combinations applied Type: Performance Rationale: Worst-case scenario for filter engine performance Priority: P2

Scenario_2: Test filter behavior when contact data changes while filters are applied Type: Edge Case Rationale: Real-time data updates could affect filtered results Priority: P3

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Test Case 7 - Verify email composition with template selection and format options

Test Case Metadata

Test Case ID: CRM01P1US01_TC_007
Title: Verify email composition workflow with template selection, custom composition, and format validation
Created By: Hetal
 Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Communication Management Test Type: Functional Test Level: Integration Priority: P1-Critical Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Communication, Email-Templates, MOD-ContactCommunication, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Integration-Testing, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Email-Service

Business Context

Customer_Segment: All Revenue_Impact: High Business_Priority: Must-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: Yes

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Email Access Role_Restrictions: Cannot modify global email templates Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High Complexity_Level: High Expected_Execution_Time: 12 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of email composition workflow including templates and custom composition Integration_Points: Email-Service, Template-Engine, Contact-Database Code_Module_Mapped: EmailComposition, TemplateManagement, ContactCommunication Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Sales Report_Categories: User-Acceptance, Integration-Testing, Quality-Dashboard, Module-Coverage Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Email template workflow, HTML/Text format support, merge field population, validation requirements Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_008 (call logging), contact detail tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Email Service API, Template Engine, Contact Database, Rich Text Editor Performance_Baseline: Modal load < 1 second, send processing < 3 seconds Data_Requirements: Active contact with valid email, email templates with performance metrics

Prerequisites

Setup_Requirements: Email service configured, templates loaded, SMTP settings active User_Roles_Permissions: Sales team email sending permissions Test_Data:

• CRM001: Sarah Johnson, sarah.johnson@techcorp.com, VP of Sales at TechCorp Solutions
• Email templates: Product Demo (65% open rate, 15% click rate), Welcome Email (68% open rate, 12% click rate)
• From address: noreply@yourcompany.com Prior_Test_Cases: Contact data verified, email service connectivity confirmed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Email" button from contact Quick Actions	Send Email modal opens with contact name and composition options	Contact: CRM001 (Sarah Johnson)	AC21 - Email modal initialization
2	Verify modal header information	Shows "Send Email to Sarah Johnson" with contact details	Modal title and contact info	BR41 - Contact context display
3	Review composition options	Two options displayed: "Use Template" and "Write Custom" with descriptions	Composition workflow options	AC22 - Workflow choice presentation
4	Click "Use Template" option	Template selection screen displays with performance metrics	Template workflow	BR42 - Template selection workflow
5	Review available templates	Templates show with categories (Onboarding, Sales, Marketing), open rates, click rates	Template performance data	AC23 - Template performance visibility
6	Select "Product Demo" template	Template preview loads with merge fields populated	Template: Product Demo	BR43 - Template selection and preview
7	Verify recipient auto-population	To: Sarah Johnson (sarah.johnson@techcorp.com), From: noreply@yourcompany.com	Auto-populated recipient data	AC24 - Recipient accuracy
8	Navigate back and select "Write Custom"	Custom email composer opens with rich text editor	Custom composition mode	BR44 - Custom email workflow
9	Test format toggle HTML/Text	Format switches between HTML and Text modes, content adapts appropriately	Format toggle functionality	AC25 - Format switching
10	Enter subject line "Demo Follow-up Meeting"	Subject field accepts text and shows as required field	Subject: "Demo Follow-up Meeting"	BR45 - Subject line validation
11	Compose email content with formatting	Rich text editor allows formatting (bold, italic, lists, links)	Formatted email content	AC26 - Rich text functionality
12	Test required field validation	Attempt to send with empty subject shows "This field is required" error	Empty subject validation	BR46 - Required field enforcement
13	Complete all fields and click "Send Email"	Email sends successfully, confirmation message displayed, modal closes	Complete send workflow	AC27 - Email send confirmation
14	Verify email tracking setup	Email marked for delivery tracking and status monitoring	Email tracking initialization	BR47 - Communication tracking

Verification Points

Primary_Verification: Complete email composition workflow functions from template selection through successful sending Secondary_Verifications: Template system works correctly, validation enforced, formatting preserved, recipient accuracy Negative_Verification: Cannot send email without required fields, invalid email addresses rejected

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 12 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Contact data setup, email service configuration Blocked_Tests: Email tracking and analytics tests Parallel_Tests: CRM01P1US01_TC_008 (call logging) Sequential_Tests: Requires valid contact data and email service

Additional Information

Notes: Critical revenue-generating functionality - email communication drives deal progression Edge_Cases: Very long email content, special characters in subject, multiple recipients Risk_Areas: Email service failures, template rendering issues, delivery problems Security_Considerations: Email content validation, recipient verification, spam prevention

Missing Scenarios Identified

Scenario_1: Test bulk email sending to multiple contacts using templates Type: Integration Rationale: Bulk communication mentioned in user story requirements Priority: P1

Scenario_2: Test email template merge field validation with missing contact data Type: Error Handling Rationale: Template personalization requires robust data handling Priority: P2

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Test Case 8 - Verify call logging functionality with purpose selection and script guidance

Test Case Metadata

Test Case ID: CRM01P1US01_TC_008
Title: Verify call logging functionality with purpose selection, script guidance, and communication history integration
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Communication Management Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Communication, Call-Logging, MOD-ContactCommunication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Activity-Tracking

Business Context

Customer_Segment: All Revenue_Impact: High Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Call Logging Access Role_Restrictions: Cannot modify call scripts Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 8 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of call logging workflow and purpose selection Integration_Points: Activity-Tracking, Communication-History, Contact-Database Code_Module_Mapped: CallLogging, ActivityTracking, CommunicationManagement Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Sales Report_Categories: User-Acceptance, Module-Coverage, Quality-Dashboard Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: 6 call purposes, required status selection, note taking, activity history integration Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_007 (email communication), activity tracking tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Activity Tracking Service, Communication History Database, Date/Time services Performance_Baseline: Modal load < 1 second, save processing < 2 seconds Data_Requirements: Contact with phone number, call purpose definitions, call scripts

Prerequisites

Setup_Requirements: Activity tracking enabled, call purpose scripts configured User_Roles_Permissions: Sales team call logging permissions Test_Data:

• CRM001: Sarah Johnson, +1 (555) 123-4567, VP of Sales at TechCorp Solutions
• Call purposes: Discovery Call, Product Demo, Follow-up Call, Negotiation, Customer Support, Closing Call
• Call scripts and tips for each purpose type Prior_Test_Cases: Contact data verified, communication system active

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Call" button from contact Quick Actions	Call details modal opens showing contact information header	Contact: CRM001 (Sarah Johnson)	AC28 - Call modal initialization
2	Verify contact information display	Shows contact name, phone number (+1 (555) 123-4567), position, company	Contact context display	BR48 - Contact context accuracy
3	Click "Call Purpose" dropdown	Dropdown shows 6 options: Discovery Call, Product Demo, Follow-up Call, Negotiation, Customer Support, Closing Call	6 purpose options	AC29 - Call purpose options
4	Select "Discovery Call" purpose	Purpose field updates, relevant script/tips may appear in guidance area	Purpose: Discovery Call	BR49 - Purpose selection and guidance
5	Click "Call Status" dropdown	Shows required statuses: Completed, No Answer, Busy, Voicemail, Rescheduled	5 status options	AC30 - Call status requirement
6	Select "Completed" status	Status field updates with selected value	Status: Completed	BR50 - Status selection
7	Verify call date field	Date picker defaults to current date (dd-mm-yyyy format)	Current date default	AC31 - Date field behavior
8	Set call time using time picker	Time field accepts current time in --:-- -- format	Current time entry	BR51 - Time input validation
9	Enter detailed call notes	Text area accepts notes: "45-minute discovery call to understand requirements. Client interested in enterprise package."	Call notes content	AC32 - Note taking functionality
10	Click "Save Details" with complete data	Call details save successfully, success confirmation, modal closes	Complete call record	BR52 - Save confirmation
11	Navigate to Communication History tab	New call entry appears in Activity tab with proper formatting: phone icon, call type, status badge, timestamp	Communication history	AC33 - History integration
12	Verify call entry details	Entry shows: "Discovery call completed" with date/time, status badge "Phone Call", and notes preview	Call entry formatting	BR53 - Activity display format

Verification Points

Primary_Verification: Call logging workflow captures all required information and integrates with communication history Secondary_Verifications: Purpose selection works, status options complete, date/time handling accurate, notes preserved Negative_Verification: Cannot save call without required status selection, invalid time formats rejected

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 8 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: No

Test Relationships

Blocking_Tests: Contact data setup, activity tracking system Blocked_Tests: Call analytics and reporting tests Parallel_Tests: CRM01P1US01_TC_009 (follow-up creation) Sequential_Tests: Requires contact data and communication system setup

Additional Information

Notes: Essential for sales activity tracking and customer interaction documentation Edge_Cases: Very long call notes, back-to-back calls, call duration tracking Risk_Areas: Activity tracking failures, timestamp accuracy, data persistence issues Security_Considerations: Call data privacy, access control, audit trail maintenance

Missing Scenarios Identified

Scenario_1: Test call logging integration with external phone systems Type: Integration Rationale: Enterprise environments often require phone system integration Priority: P3

Scenario_2: Test call reminder and follow-up scheduling from call log Type: Workflow Rationale: Call-to-action workflow optimization mentioned in user story Priority: P2 |

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Test Case 9 - Verify follow-up creation workflow with email selection and configuration

Test Case Metadata

Test Case ID: CRM01P1US01_TC_009
Title: Verify follow-up creation workflow with email selection, priority setting, and scheduling functionality
Created By: Hetal
 Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Communication Management Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Communication, Follow-up-Management, MOD-ContactCommunication, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Quality-Dashboard, Customer-All, Risk-Medium, Business-High, Revenue-Impact-High, Integration-Follow-up-System

Business Context

Customer_Segment: All Revenue_Impact: High Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Follow-up Access Role_Restrictions: Cannot modify global follow-up templates Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: High Expected_Execution_Time: 10 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of follow-up creation workflow including email selection and configuration Integration_Points: Email-History, Template-Engine, Scheduling-System, Activity-Tracking Code_Module_Mapped: FollowUpManagement, EmailIntegration, SchedulingEngine Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Sales Report_Categories: User-Acceptance, Module-Coverage, Quality-Dashboard Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: 2-step follow-up workflow, email selection from history, priority settings, auto-generated content Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_007 (email communication), CRM01P1US01_TC_008 (call logging)

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Email History System, Template Engine, Scheduling Service, Activity Tracking Performance_Baseline: Modal load < 1 second, workflow transition < 2 seconds Data_Requirements: Contact with email history, follow-up templates, scheduling capabilities

Prerequisites

Setup_Requirements: Email history populated, follow-up templates configured, scheduling system active User_Roles_Permissions: Sales team follow-up creation permissions Test_Data:

• CRM001: Sarah Johnson, sarah.johnson@techcorp.com
• Email history: "Product Demo Follow-up" (opened), "Pricing Information Request" (clicked), "Welcome to TechCorp Solutions"
• Follow-up templates with merge fields and priority levels Prior_Test_Cases: Email communication history established

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Create Follow Up" from contact Quick Actions	Follow-up creation modal opens showing Step 1: "Select Email"	Contact: CRM001 (Sarah Johnson)	AC34 - Follow-up workflow initiation
2	Review modal header and description	Shows "Create Follow-up for Sarah Johnson" with instruction: "Select an email to follow up on and create a personalized follow-up action"	Step 1 interface	BR54 - Workflow guidance display
3	Review available email history	Shows previous emails with status badges: "Product Demo Follow-up" (opened), "Pricing Information Request" (clicked), "Welcome to TechCorp Solutions"	Email history with status	AC35 - Email history presentation
4	Verify email details display	Each email shows subject line, brief content preview, status badge, and date (1/20/2024, 1/18/2024)	Email metadata display	BR55 - Email information completeness
5	Select "Pricing Information Request" email	Email gets selected (radio button), Continue button becomes enabled	Selected email highlight	AC36 - Email selection functionality
6	Click Continue to Step 2	Configuration screen opens showing Step 2: "Configure" with progress indicator	Step 2 interface	BR56 - Workflow progression
7	Verify follow-up type default selection	"Email" is selected by default in follow-up type dropdown	Default: Email follow-up	AC37 - Default follow-up type
8	Check priority default setting	"Medium" priority is selected by default in priority dropdown	Default: Medium priority	BR57 - Priority default setting
9	Review auto-generated subject line	Subject shows "Follow-up: Pricing Information Request" based on selected email	Auto-generated subject	AC38 - Subject auto-generation
10	Review auto-populated content template	Content includes merge fields and contextual reference: "Hi Sarah Johnson, Thank you for your interest in 'Pricing Information Request'. I saw you clicked through to learn more."	Template content with merge fields	BR58 - Content auto-population
11	Customize content with additional message	Add custom text: "I'd love to discuss how this can specifically benefit TechCorp Solutions. When would be a good time for a brief conversation?"	Content customization	AC39 - Content editing capability
12	Set schedule date and time for future	Select date: dd-mm-yyyy format, time: --:-- -- format for future scheduling	Future scheduling	BR59 - Scheduling functionality
13	Click "Create Follow-up" button	Follow-up created successfully, confirmation message displayed, modal closes	Follow-up creation success	AC40 - Creation confirmation
14	Verify follow-up appears in scheduled activities	Follow-up entry visible in appropriate activity tracking location with schedule details	Activity integration	BR60 - Activity tracking integration

Verification Points

Primary_Verification: Complete follow-up creation workflow functions from email selection through successful scheduling Secondary_Verifications: Email history displays correctly, templates auto-populate, scheduling works, activity integration functions Negative_Verification: Cannot proceed without email selection, invalid schedule dates rejected

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 10 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Email history setup, template configuration Blocked_Tests: Follow-up execution and tracking tests Parallel_Tests: CRM01P1US01_TC_010 (segment assignment) Sequential_Tests: Requires email communication history from previous tests

Additional Information

Notes: Critical for maintaining sales momentum and systematic prospect nurturing Edge_Cases: Multiple emails with same subject, very old email history, scheduling conflicts Risk_Areas: Template rendering failures, scheduling system issues, activity tracking problems Security_Considerations: Follow-up content validation, scheduling permission verification

Missing Scenarios Identified

Scenario_1: Test follow-up workflow with different follow-up types (Phone Call, Meeting) Type: Functional Rationale: User story shows multiple follow-up activity types in wireframes Priority: P2

Scenario_2: Test follow-up automation and reminder notifications Type: Integration Rationale: Automated follow-up system mentioned in business process# CRM Contact Management - Enhanced Comprehensive Test Suite

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Test Case 10 - Verify segment assignment with qualification criteria and search functionality

Test Case Metadata

Test Case ID: CRM01P1US01_TC_010
Title: Verify segment assignment with qualification criteria validation, search functionality, and multi-segment selection
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Organization & Segmentation Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Segmentation, Contact-Organization, MOD-ContactSegmentation, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Customer-Segment-Analysis, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Segment-Engine

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Full Segment Management Access Role_Restrictions: Cannot modify segment qualification criteria Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: High Expected_Execution_Time: 9 minutes Reproducibility_Score: High Data_Sensitivity: Low Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of segment assignment workflow and qualification validation Integration_Points: Segment-Engine, Contact-Database, Qualification-Logic, Search-System Code_Module_Mapped: SegmentManagement, QualificationEngine, ContactSegmentation Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Marketing Report_Categories: User-Acceptance, Customer-Segment-Analysis, Module-Coverage Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Segment qualification criteria (Score > 80 AND Company Size > 100), auto-qualification indicators, multi-segment selection Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_003 (score calculation), contact management tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Segment Engine, Contact Database, Qualification Logic Engine, Search Service Performance_Baseline: Modal load < 1 second, qualification check < 2 seconds Data_Requirements: Contact with score and company data, pre-configured segments with criteria

Prerequisites

Setup_Requirements: Segments configured with qualification criteria, contact data populated with scores User_Roles_Permissions: Marketing Manager segment assignment permissions Test_Data:

• CRM001: Sarah Johnson, Score = 95, Company Size = 250, TechCorp Solutions
• Segments: "High Value Prospects" (Score > 80 AND Company Size > 100), "Product Champions" (Engagement > 70% AND Demo Requested), "Enterprise Leads" (Company Size > 1000 AND Position = C-Level)
• Expected qualification: CRM001 qualifies for "High Value Prospects" Prior_Test_Cases: Contact scoring verified, segment criteria configured

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Add to Segment" from contact Quick Actions	Segment assignment modal opens with "Add Contact to Segments" title	Contact: CRM001 (Sarah Johnson)	AC41 - Segment assignment modal
2	Verify contact information display	Contact card shows: Sarah Johnson, VP of Sales, TechCorp Solutions, sarah.johnson@techcorp.com	Contact context display	BR61 - Contact information accuracy
3	Use search box to find segments	Type "High Value" - search filters to show "High Value Prospects" segment	Search term: "High Value"	AC42 - Segment search functionality
4	Apply "All Status" filter dropdown	Filter shows options: Active, Inactive, Draft with "All Status" selected	Status filter options	BR62 - Segment status filtering
5	Review "High Value Prospects" segment details	Shows criteria: "Score > 80 AND Company Size > 100", contact count: "245 contacts", status: "Active"	Segment criteria display	AC43 - Criteria visibility
6	Check qualification indicator for CRM001	Green checkmark displayed indicating contact meets criteria (Score 95 > 80, Company Size 250 > 100)	Auto-qualification validation	BR63 - Qualification logic validation
7	Review "Product Champions" segment	Shows criteria: "Engagement > 70% AND Demo Requested = True", contact count: "156 contacts"	Another segment option	AC44 - Multiple segment options
8	Check qualification status for Product Champions	Orange warning or neutral indicator if contact doesn't meet engagement criteria	Qualification status variation	BR64 - Non-qualification indication
9	Select multiple segments using checkboxes	Check "High Value Prospects" and "Enterprise Leads", verify multi-selection works	Multi-segment selection	AC45 - Multiple segment assignment
10	Review selection count in action button	Button updates to show "Add to 2 Segments" with count of selected segments	Dynamic button text	BR65 - Selection count display
11	Click "Add to 2 Segments" button	Assignment processes successfully, confirmation message, modal closes	Segment assignment completion	AC46 - Assignment confirmation
12	Verify segments appear in contact's Segments tab	Navigate to Segments tab, confirm assigned segments display with membership details	Segment membership verification	BR66 - Segment persistence

Verification Points

Primary_Verification: Segment assignment workflow functions with proper qualification validation and multi-segment selection Secondary_Verifications: Search functionality works, qualification indicators accurate, segment criteria display correctly Negative_Verification: Contacts not meeting criteria show appropriate indicators, invalid assignments prevented

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 9 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Contact scoring system, segment configuration Blocked_Tests: Campaign assignment tests, segment-based reporting Parallel_Tests: CRM01P1US01_TC_011 (note creation) Sequential_Tests: Requires contact data and segment setup

Additional Information

Notes: Essential for targeted marketing campaigns and customer segmentation strategy Edge_Cases: Contacts qualifying for multiple segments, changing qualification criteria, segment capacity limits Risk_Areas: Qualification logic failures, segment synchronization issues, performance with large segment lists Security_Considerations: Segment assignment permissions, data access validation

Missing Scenarios Identified

Scenario_1: Test segment assignment behavior when contact data changes and no longer meets criteria Type: Business Rule Rationale: Dynamic qualification mentioned in user story requirements Priority: P2

Scenario_2: Test manual override functionality for contacts not meeting automatic criteria Type: Edge Case Rationale: Manual override capability shown in user story business rules Priority: P3

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Test Case 11 - Verify note creation with quick tags and custom tag functionality

Test Case Metadata

Test Case ID: CRM01P1US01_TC_011
Title: Verify comprehensive note creation with quick tags, custom tags, and metadata tracking
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Organization & Notes Management Test Type: Functional Test Level: System Priority: P3-Medium Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Notes, Contact-Organization, MOD-ContactNotes, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Note-System

Business Context

Customer_Segment: All Revenue_Impact: Low Business_Priority: Could-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Sales & Revenue Team Permission_Level: Full Note Management Access Role_Restrictions: Cannot edit notes created by other users Multi_Role_Scenario: Yes

Quality Metrics

Risk_Level: Low Complexity_Level: Medium Expected_Execution_Time: 7 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 100% of note creation workflow including tagging and metadata Integration_Points: Note-System, Tag-Management, User-Authentication, Activity-Tracking Code_Module_Mapped: NoteManagement, TagSystem, UserTracking Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Sales Report_Categories: User-Acceptance, Module-Coverage Trend_Tracking: No Executive_Visibility: No Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: 2000 character limit, quick tag options, custom tag creation, automatic metadata stamping Related_Bugs: N/A Related_Test_Cases: Contact management tests, user authentication tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Note Management System, Tag Management Service, User Authentication, Activity Tracking Performance_Baseline: Modal load < 1 second, save processing < 2 seconds Data_Requirements: Contact data, user authentication, predefined quick tags

Prerequisites

Setup_Requirements: Note system active, quick tags configured, user authentication verified User_Roles_Permissions: Sales team note creation permissions Test_Data:

• CRM001: Sarah Johnson, VP of Sales, TechCorp Solutions
• Quick tags: Important, Follow-up Required, Budget Discussed, Decision Maker, Technical Requirements, Competitor Mentioned, Pricing Discussed, Timeline Shared, Pain Points, Success Criteria
• Current user: Sales Manager with note creation permissions Prior_Test_Cases: Contact data verified, user authentication confirmed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Add Notes" from contact Quick Actions	Add Note modal opens with "Add Note for Sarah Johnson" title	Contact: CRM001 (Sarah Johnson)	AC47 - Note creation modal
2	Verify contact information header	Shows: Sarah Johnson • VP of Sales • TechCorp Solutions	Contact context display	BR67 - Contact context accuracy
3	Review note content text area	Large text area with placeholder "Enter your note here... (Ctrl+Enter to save)" and character counter	Note input interface	AC48 - Note input functionality
4	Enter detailed note content	Type: "Interested in enterprise package for Q2 implementation. Mentioned budget of $50K allocated. Decision timeline: end of March."	Note content: 127 characters	BR68 - Content entry validation
5	Verify character counter updates	Counter shows "127/2000 characters" updating in real-time	Character count display	AC49 - Character limit tracking
6	Test Ctrl+Enter keyboard shortcut	Pressing Ctrl+Enter should save the note (test shortcut functionality)	Keyboard shortcut test	BR69 - Keyboard shortcut support
7	Click quick tag "Important"	Tag gets added to note, appears in tags section with remove button	Quick tag: Important	AC50 - Quick tag functionality
8	Select multiple quick tags	Click "Follow-up Required", "Decision Maker", "Budget Discussed" - all appear as selected tags	Multiple quick tags	BR70 - Multi-tag selection
9	Enter custom tag in custom tag field	Type "Q2 Implementation" in custom tag field, verify it's added	Custom tag: "Q2 Implementation"	AC51 - Custom tag creation
10	Review automatic metadata	Verify date stamp shows "9/17/2025" and user shows "Current User"	Metadata accuracy	BR71 - Automatic metadata stamping
11	Click "Save Note" button	Note saves successfully, success confirmation, modal closes	Note save completion	AC52 - Note save confirmation
12	Navigate to contact's Notes tab	New note appears in Notes tab with all tags, metadata, and content preserved	Note persistence verification	BR72 - Note storage and display

Verification Points

Primary_Verification: Note creation workflow functions completely with content, tags, and metadata properly saved Secondary_Verifications: Character limit enforced, quick tags work, custom tags created, keyboard shortcuts functional Negative_Verification: Cannot exceed 2000 character limit, invalid custom tags rejected

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 7 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Low Automation_Candidate: No

Test Relationships

Blocking_Tests: Contact data setup, user authentication Blocked_Tests: Note editing and deletion tests Parallel_Tests: CRM01P1US01_TC_012 (contact editing) Sequential_Tests: Requires contact data and user permissions setup

Additional Information

Notes: Important for maintaining detailed customer interaction history and context Edge_Cases: Maximum character limit reached, duplicate custom tags, special characters in tags Risk_Areas: Note storage failures, tag system issues, metadata accuracy problems Security_Considerations: Note access permissions, user attribution accuracy, data privacy

Missing Scenarios Identified

Scenario_1: Test note editing and deletion permissions for different user roles Type: Security Rationale: Multi-role access control mentioned in user story Priority: P3

Scenario_2: Test note search and filtering within contact's note history Type: Functional Rationale: Note management efficiency for contacts with extensive history Priority: P4

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Test Case 12 - Verify contact editing modal with frozen fields and validation

Test Case Metadata

Test Case ID: CRM01P1US01_TC_012
Title: Verify contact editing functionality with frozen identity fields, editable fields, and comprehensive validation
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Data Management Test Type: Functional Test Level: System Priority: P1-Critical Execution Phase: Smoke Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Contact-Management, Data-Integrity, MOD-ContactEdit, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Contact-Database

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Daily-Usage Compliance_Required: Yes SLA_Related: No

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Contact Edit Access Role_Restrictions: Cannot modify frozen identity fields (name, email) Multi_Role_Scenario: No

Quality Metrics

Risk_Level: High Complexity_Level: High Expected_Execution_Time: 12 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: High

Coverage Tracking

Feature_Coverage: 100% of contact editing workflow including field restrictions and validation Integration_Points: Contact-Database, Field-Validation, User-Permissions, Data-Integrity Code_Module_Mapped: ContactEdit, FieldValidation, PermissionManagement Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product Report_Categories: Quality-Dashboard, User-Acceptance, Module-Coverage Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Frozen fields (Full Name, Email Address), editable fields validation, tag management, location cascade Related_Bugs: N/A Related_Test_Cases: Contact creation tests, validation tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Contact Database, Field Validation Service, Location Services, Tag Management Performance_Baseline: Modal load < 1 second, save processing < 3 seconds Data_Requirements: Existing contact with complete profile data

Prerequisites

Setup_Requirements: Contact database populated, validation services active, location data loaded User_Roles_Permissions: Marketing Manager contact edit permissions Test_Data:

• CRM001: Sarah Johnson, sarah.johnson@techcorp.com, +1 (555) 123-4567, VP of Sales, TechCorp Solutions, Hot Lead stage, Enterprise/Decision Maker tags
• Updated data: New phone: +1 (555) 987-6543, New position: Senior VP of Sales, New company: TechCorp Solutions Inc. Prior_Test_Cases: Contact creation verified, user permissions confirmed

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Click "Edit Contact" from contact Quick Actions	Edit Contact modal opens with current contact data pre-populated	Contact: CRM001 (Sarah Johnson)	AC53 - Edit modal initialization
2	Verify Full Name field is frozen	Field shows "Sarah Johnson" in grayed-out, non-editable state with disabled styling	Frozen field verification	BR73 - Identity field protection
3	Attempt to click in Full Name field	Field remains unresponsive, cursor doesn't focus, indicating disabled state	Field interaction test	AC54 - Frozen field behavior
4	Verify Email Address field is frozen	Field shows "sarah.johnson@techcorp.com" in disabled state, cannot be modified	Frozen email field	BR74 - Email field protection
5	Edit Phone Number field	Field is editable, accepts new phone number format	New phone: "+1 (555) 987-6543"	AC55 - Editable field functionality
6	Change Status/Stage field	Dropdown allows selection of different lifecycle stage	Change from "Hot Lead" to "Opportunity"	BR75 - Stage modification capability
7	Update Company field	Company field accepts modifications to company name	Updated: "TechCorp Solutions Inc."	AC56 - Company field editing
8	Modify Position/Title field	Position field allows title changes with validation	New position: "Senior VP of Sales"	BR76 - Position field validation
9	Test tag management	Add new tag "VIP", remove existing tag "CEO" using X button	Tag modifications: Add "VIP", Remove "CEO"	AC57 - Tag modification functionality
10	Update location fields (City, State, Country)	Location fields editable with proper cascade validation	New city: "San Francisco", State: "CA", Country: "USA"	BR77 - Location cascade logic
11	Add content in Additional Notes section	Notes field accepts additional contact information and updates	Notes: "Moving to larger implementation scope"	AC58 - Notes field functionality
12	Click "Save Changes" with valid data	Changes save successfully, confirmation message displayed, modal closes	Complete update operation	BR78 - Successful save workflow
13	Verify changes persist in contact details	Contact details reflect all saved changes accurately	Updated contact verification	AC59 - Data persistence validation
14	Test validation with invalid data	Enter invalid phone format, verify validation error appears	Invalid phone: "invalid-phone"	BR79 - Validation error handling

Verification Points

Primary_Verification: Contact editing workflow functions with proper field restrictions and successful data updates Secondary_Verifications: Frozen fields cannot be modified, validation works correctly, changes persist accurately Negative_Verification: Identity fields remain protected, invalid data rejected with appropriate error messages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 12 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Daily Maintenance_Effort: Low Automation_Candidate: Planned

Test Relationships

Blocking_Tests: Contact creation, user authentication, permission setup Blocked_Tests: Advanced contact management features Parallel_Tests: CRM01P1US01_TC_013 (bulk operations) Sequential_Tests: Requires existing contact data and proper permissions

Additional Information

Notes: Critical for data integrity while allowing necessary contact information updates Edge_Cases: Concurrent editing by multiple users, very long field values, special character handling Risk_Areas: Data corruption, permission bypass attempts, validation failures Security_Considerations: Field-level security, audit trail maintenance, access control validation

Missing Scenarios Identified

Scenario_1: Test concurrent contact editing by multiple users with conflict resolution Type: Concurrency Rationale: Multi-user system requires concurrent access handling Priority: P2

Scenario_2: Test contact editing with partial permissions (read-only users) Type: Security Rationale: Role-based access control mentioned in user story Priority: P2-High Execution Phase: Regression Automation Status: Manual

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Test Case 13 - Verify bulk contact selection and operations

Test Case Metadata

Test Case ID: CRM01P1US01_TC_013
Title: Verify bulk contact selection and mass operations including tagging and email distribution
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Bulk Operations Test Type: Functional Test Level: System Priority: P2-High Execution Phase: Regression Automation Status: Automated

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Bulk-Operations, Contact-Management, MOD-ContactBulkOps, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Report-Performance-Metrics, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Bulk-Processing

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Should-Have Customer_Journey: Daily-Usage Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Bulk Operations Access Role_Restrictions: Cannot bulk modify frozen fields Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Medium Complexity_Level: Medium Expected_Execution_Time: 8 minutes Reproducibility_Score: High Data_Sensitivity: Medium Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 100% of bulk selection and mass operation functionality Integration_Points: Bulk-Processing-Engine, Tag-Management, Email-Service, Contact-Database Code_Module_Mapped: BulkOperations, MassSelection, BulkTagging Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Marketing Report_Categories: User-Acceptance, Module-Coverage, Performance-Metrics Trend_Tracking: Yes Executive_Visibility: No Customer_Impact_Level: Medium

Requirements Traceability

Related_Requirements: Checkbox selection, bulk action buttons, tag management operations, email distribution Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_001 (contact data), CRM01P1US01_TC_007 (email functionality)

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Bulk Processing Engine, Tag Management Service, Email Service, Contact Database Performance_Baseline: Bulk operations complete within 30 seconds for 100+ contacts Data_Requirements: Multiple contacts for bulk selection testing

Prerequisites

Setup_Requirements: Contact database with multiple contacts, bulk processing service active User_Roles_Permissions: Marketing Manager bulk operations permissions Test_Data:

• CRM001: Sarah Johnson, TechCorp Solutions, Tags: Enterprise, Decision Maker
• CRM002: Michael Chen, InnovateTech, Tags: Tech Startup
• CRM003: Emily Rodriguez, GrowthCo, Tags: Marketing, SMB
• CRM004: David Thompson, FutureTech Industries, Tags: Enterprise, CEO Prior_Test_Cases: Contact list populated and accessible

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to contact list page	Contact list displays with checkbox column visible for each contact	Contact list view	AC60 - Bulk selection interface
2	Select individual contact checkboxes	Click checkboxes for CRM001, CRM002, CRM003 - contacts highlight with selection	3 individual selections	BR80 - Individual selection functionality
3	Verify bulk action buttons appear	"Tag Selected (3)" and "Send Email (3)" buttons appear at top of list	Bulk action buttons with count	AC61 - Bulk action button visibility
4	Click header checkbox "Select All"	All visible contacts get selected, selection count updates in buttons	Select all functionality	BR81 - Mass selection capability
5	Verify bulk action count updates	Buttons show "Tag Selected (4)" and "Send Email (4)" reflecting total selection	Updated count display	AC62 - Dynamic count updating
6	Click "Tag Selected (3)" button	Tag management modal opens for bulk tagging operation	Bulk tagging interface	BR82 - Bulk tag management access
7	Add new tag "Q1 Prospects" to selected	Tag gets applied to all selected contacts (CRM001, CRM002, CRM003)	New bulk tag: "Q1 Prospects"	AC63 - Bulk tag addition
8	Remove existing tag "Tech Startup" from selection	Tag removal applies to relevant selected contacts	Remove tag: "Tech Startup"	BR83 - Bulk tag removal
9	Complete bulk tagging operation	All selected contacts updated with tag changes, success confirmation displayed	Bulk tag operation success	AC64 - Bulk operation confirmation
10	Test bulk email functionality	Click "Send Email (3)", email composition modal opens for bulk distribution	Bulk email interface	BR84 - Bulk email capability
11	Deselect all contacts	Click individual checkboxes or header to deselect, bulk action buttons disappear	Deselection functionality	AC65 - Selection state reset
12	Verify normal view returns	Contact list returns to standard view without bulk action buttons	Standard interface restoration	BR85 - Interface state management

Verification Points

Primary_Verification: Bulk selection and mass operations function correctly with proper count tracking and successful execution Secondary_Verifications: Selection states maintained accurately, bulk actions apply to correct contacts, interface updates properly Negative_Verification: Bulk actions only affect selected contacts, deselection removes bulk capabilities

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 8 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Medium Automation_Candidate: Yes

Test Relationships

Blocking_Tests: Contact data population, bulk processing service setup Blocked_Tests: Campaign bulk assignment tests Parallel_Tests: CRM01P1US01_TC_014 (CSV export) Sequential_Tests: Requires contact data and bulk processing capabilities

Additional Information

Notes: Essential for efficient contact management and mass communication campaigns Edge_Cases: Very large selections, mixed permission contacts, concurrent bulk operations Risk_Areas: Bulk processing failures, performance degradation, data consistency issues Security_Considerations: Bulk operation permissions, data access validation, audit trail maintenance

Missing Scenarios Identified

Scenario_1: Test bulk operations with filtered contact lists Type: Integration Rationale: Bulk operations combined with filtering for targeted actions Priority: P2

Scenario_2: Test bulk operation rollback capabilities for failed operations Type: Error Handling Rationale: Data integrity protection for mass operations Priority: P3

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Test Case 14 - Verify CSV export functionality with filtered contact data

Test Case Metadata

Test Case ID: CRM01P1US01_TC_014
Title: Verify CSV export functionality with filtered data scope, proper formatting, and download delivery
Created By: Hetal
Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Contact Data Export Test Type: Functional Test Level: System Priority: P3-Medium Execution Phase: Regression Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, CRM-Export, Data-Management, MOD-ContactExport, P3-Medium, Phase-Regression, Type-Functional, Platform-Web, Report-User-Acceptance, Report-Module-Coverage, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Export-Service

Business Context

Customer_Segment: All Revenue_Impact: Low Business_Priority: Could-Have Customer_Journey: Support Compliance_Required: No SLA_Related: No

Role-Based Context

User_Role: Executive Leadership Permission_Level: Data Export Access Role_Restrictions: Cannot export sensitive fields without proper permissions Multi_Role_Scenario: No

Quality Metrics

Risk_Level: Low Complexity_Level: Medium Expected_Execution_Time: 6 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 100% of CSV export functionality including filtering and formatting Integration_Points: Export-Service, File-Generation, Contact-Database, Filter-System Code_Module_Mapped: DataExport, CSVGeneration, FileDelivery Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Executive Report_Categories: User-Acceptance, Module-Coverage Trend_Tracking: No Executive_Visibility: Yes Customer_Impact_Level: Low

Requirements Traceability

Related_Requirements: Export filtered data only, specific column format, file naming convention, automatic download Related_Bugs: N/A Related_Test_Cases: CRM01P1US01_TC_006 (filtering), contact data tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Export Service, File Generation Service, Contact Database, Filter System Performance_Baseline: Export generation within 30 seconds for 1000+ contacts Data_Requirements: Filtered contact dataset with varied attributes

Prerequisites

Setup_Requirements: Export service configured, contact database with diverse data, filtering system active User_Roles_Permissions: Executive dashboard and data export permissions Test_Data:

• Filtered dataset: Hot Lead stage contacts (CRM001: Sarah Johnson, CRM004: David Thompson)
• Expected CSV columns: Contact, Company, Position, Type, Channel, Contact Info, Phone, Score, Stage, Tags, Last Contact, Created Date
• File naming: contacts_export_YYYY-MM-DD_HHMMSS.csv format Prior_Test_Cases: Contact filtering verified, contact data populated

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Navigate to contact list and apply Stage filter "Hot Lead"	Contact list shows filtered results with only Hot Lead contacts	Filter: Hot Lead stage	AC66 - Pre-export filtering setup
2	Verify filtered contact count	Contact list displays 2 contacts matching Hot Lead criteria	Filtered results: CRM001, CRM004	BR86 - Filter scope validation
3	Click "Export CSV" button	Export process initiates with progress indicator or immediate processing	Export action initiation	AC67 - Export process start
4	Verify export scope confirmation	System confirms exporting only filtered contacts, not all contacts	Scope: Filtered data only	BR87 - Export scope accuracy
5	Monitor file generation process	Progress indicator shows export generation status	Export processing feedback	AC68 - Process visibility
6	Verify automatic file download	File downloads automatically to browser's default download location	Automatic download behavior	BR88 - File delivery mechanism
7	Check file naming convention	Downloaded file named "contacts_export_2025-01-15_143022.csv" with timestamp	Filename format validation	AC69 - File naming compliance
8	Open exported CSV file in spreadsheet application	File opens correctly with proper CSV structure and formatting	CSV file accessibility	BR89 - File format validation
9	Verify CSV column headers	Headers match specification: Contact, Company, Position, Type, Channel, Contact Info, Phone, Score, Stage, Tags, Last Contact, Created Date	Complete column headers	AC70 - Column structure accuracy
10	Check data formatting accuracy	Contact names, email addresses, phone numbers, dates formatted correctly per requirements	Data formatting validation	BR90 - Content format compliance
11	Verify tag format in CSV	Multiple tags separated by semicolons: "Enterprise;Decision Maker;VIP"	Tag delimiter: semicolon	AC71 - Tag formatting specification
12	Test export with no filtered results	Apply filter with no matches, verify "No contacts to export" message	Empty filter result	BR91 - Empty result handling

Verification Points

Primary_Verification: CSV export generates correctly with filtered data scope and proper formatting Secondary_Verifications: File naming follows convention, automatic download works, data formatting accurate Negative_Verification: Export scope limited to filtered results, empty filters handled appropriately

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 6 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Monthly Maintenance_Effort: Low Automation_Candidate: No

Test Relationships

Blocking_Tests: Contact filtering system, export service configuration Blocked_Tests: Advanced reporting features Parallel_Tests: Other data export functionalities Sequential_Tests: Requires filtered contact data and export permissions

Additional Information

Notes: Important for data analysis and external system integration Edge_Cases: Very large exports, special characters in data, network interruptions during download Risk_Areas: Export service failures, file corruption, browser download restrictions Security_Considerations: Data access permissions, sensitive information handling, audit trail logging

Missing Scenarios Identified

Scenario_1: Test export functionality with maximum contact limits and performance impact Type: Performance Rationale: Large dataset export performance mentioned in user story requirements Priority: P3

Scenario_2: Test CSV export data integrity with special characters and international formats Type: Data Quality Rationale: Global contact data requires proper character encoding Priority: P2

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Test Case 15 - Verify Marketing & Operations Team role permissions and workflow

Test Case Metadata

Test Case ID: CRM01P1US01_TC_015
Title: Verify Marketing & Operations Team role-specific permissions, workflow access, and functional restrictions
Created By: Hetal
 Created Date: 2025-01-15 Version: 1.0

Classification

Module/Feature: CRM Role-Based Access Control Test Type: Security Test Level: System Priority: P1-Critical Execution Phase: Security Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Role-Based-Testing, CRM-Security, Access-Control, MOD-RoleManagement, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Security-Validation, Report-User-Acceptance, Report-Quality-Dashboard, Customer-All, Risk-High, Business-Critical, Revenue-Impact-Medium, Integration-Authentication

Business Context

Customer_Segment: All Revenue_Impact: Medium Business_Priority: Must-Have Customer_Journey: Daily-Usage Compliance_Required: Yes SLA_Related: No

Role-Based Context

User_Role: Marketing & Operations Team Permission_Level: Marketing Operations Manager access Role_Restrictions: Cannot modify contact ownership, limited executive reporting access Multi_Role_Scenario: Yes

Quality Metrics

Risk_Level: High Complexity_Level: High Expected_Execution_Time: 15 minutes Reproducibility_Score: High Data_Sensitivity: High Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 100% of Marketing & Operations Team role functionality Integration_Points: Authentication-System, Permission-Engine, Role-Management, Contact-Database Code_Module_Mapped: RoleBasedAccess, PermissionValidation, UserAuthentication Requirement_Coverage: Complete Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Security Report_Categories: Security-Validation, User-Acceptance, Quality-Dashboard Trend_Tracking: Yes Executive_Visibility: Yes Customer_Impact_Level: High

Requirements Traceability

Related_Requirements: Marketing team pain points, campaign management access, segmentation permissions, contact organization capabilities Related_Bugs: N/A Related_Test_Cases: Authentication tests, other role-based tests

Test Environment

Environment: Staging Browser/Version: Chrome 115+, Firefox 110+, Safari 16+, Edge Latest Device/OS: Windows 10/11, macOS 12+ Screen_Resolution: Desktop-1920x1080 Dependencies: Authentication System, Role Management Service, Permission Engine Performance_Baseline: Role validation < 1 second per action Data_Requirements: Marketing user account, varied contact data, campaign data

Prerequisites

Setup_Requirements: Marketing & Operations Team user account configured with proper role assignments User_Roles_Permissions: Marketing Operations Manager role with defined permission set Test_Data:

• User: Marketing Manager (marketing.manager@company.com)
• Contacts: CRM001-CRM004 with varied ownership
• Campaigns: Active marketing campaigns for assignment testing
• Segments: Configured segments for contact organization Prior_Test_Cases: User authentication and role setup verified

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Login with Marketing & Operations Team credentials	Successful authentication, marketing-specific dashboard loads	User: Marketing Manager	AC72 - Role-based authentication
2	Verify dashboard KPI access	Can view Total Contacts, Hot Leads, Average Score, Churn Risk cards with full functionality	Full KPI dashboard access	BR92 - Marketing dashboard permissions
3	Test contact creation permissions	Can create new contacts with all required and optional fields	Contact creation access	AC73 - Contact creation capability
4	Attempt contact ownership modification	Cannot modify "Contact Owner" field - should be restricted or disabled	Ownership modification restriction	BR93 - Ownership protection rule
5	Verify campaign assignment permissions	Can add contacts to campaigns, view campaign performance, manage campaign assignments	Campaign management access	AC74 - Campaign functionality access
6	Test segmentation capabilities	Can create segments, assign contacts to segments, modify segment membership	Segmentation permissions	BR94 - Contact organization permissions
7	Verify bulk operations access	Can perform bulk tagging, bulk email operations on contacts	Bulk operations capability	AC75 - Mass operation permissions
8	Test contact communication permissions	Can send emails, log activities, create follow-ups for all contacts	Communication access	BR95 - Contact interaction permissions
9	Attempt executive reporting access	Limited or no access to executive-level reports and analytics	Reporting restriction validation	AC76 - Executive reporting restrictions
10	Verify contact editing permissions	Can edit contact details except frozen fields (name, email) and ownership	Contact editing capability	BR96 - Contact modification permissions
11	Test data export permissions	Can export contact data with appropriate filtering and formatting	Data export access	AC77 - Data export capability
12	Verify search and filtering access	Full access to search and filter functionality across all contacts	Search/filter permissions	BR97 - Contact discovery permissions

Verification Points

Primary_Verification: Marketing & Operations Team role has appropriate permissions for campaign management and contact organization without ownership modification capabilities Secondary_Verifications: Dashboard access complete, communication permissions functional, reporting restrictions enforced Negative_Verification: Cannot modify contact ownership, restricted from executive-only functions

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested] Actual_Results: [Template for recording actual behavior] Execution_Date: [When test was executed] Executed_By: [Who performed the test] Execution_Time: [Actual time taken vs expected 15 minutes] Defects_Found: [Bug IDs if issues discovered] Screenshots_Logs: [Evidence references for audit trail]

Execution Analytics

Execution_Frequency: Weekly Maintenance_Effort: Medium Automation_Candidate: Planned

Test Relationships

Blocking_Tests: User authentication, role configuration Blocked_Tests: Campaign management workflow tests Parallel_Tests: CRM01P1US01_TC_016 (Sales Team role) Sequential_Tests: Requires role-based access system setup

Additional Information

Notes: Critical for ensuring proper access control and workflow segregation between teams Edge_Cases: Role transitions, temporary permission escalation, cross-team collaboration scenarios Risk_Areas: Permission bypass vulnerabilities, role synchronization failures, unauthorized access Security_Considerations: Role-based access enforcement, permission validation, audit trail maintenance

Missing Scenarios Identified

Scenario_1: Test Marketing & Operations Team collaboration workflows with Sales Team Type: Multi-Role Integration Rationale: Cross-team collaboration mentioned in user story workflow requirements Priority: P1

Scenario_2: Test Marketing Team access during campaign execution with real-time permission validation Type: Dynamic Permissions Rationale: Campaign-based permission requirements for active marketing operations Priority: P2