HUBSPOT CRM - TEST CASE 1

TEST CASE STEPS:

  1. Open existing record with status "Under Contract" (or create a new one)
  2. Review Contract Status & Dates on the Buyer Contract Tab
  3. Press Cancel Sale
  4. Indicate cancellation reason & save
  5. Search Contracts module for cancelled contract(s)
  6. Open existing record with status "Cancelled"
  7. Archive Record
  8. Repeat Steps 5 and 6 to see impact of Archived records (hint: View Archive Records toggle)
  9. Open existing record with status "Reserved" (or create a new one)
  10. Review Contract Status & Dates on the Buyer Contract Tab
  11. Press Cancel Reservation
  12. Review Contract Status & Dates on the Buyer Contract Tab for change in status

EXPECTED RESULTS:

  1. Search existing prospect(s)
  2. Search existing contract(s)
  3. Cancel contract(s)
  4. Archive record(s)

 

Below is the DATA seen while executing testing:

  1. Prospect
  2. Community
  3. Contract Status
  4. Archive
  5. Cancellation Reason

 

See attached for DATA ITEMS specific to your Region/Business Unit:

E.g., Community = 51919.41 PORT AND MILL