SALESXPRESS - TEST CASE 12

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Navigate to the Agent & Realtors tab
  3. Expand the Sales Agents section
  4. Add two additional Sales Agents
  5. Expand the Design Agents section
  6. Add Design Agent
  7. Expand Web Agents section
  8. Add Web Agent
  9. Expand Real Estate Agents section
  10. Add Realtor
  11. Change order of Sales Agents
  12. Change an existing Sales Agent
  13. Delete a Sales Agent
  14. Reassign contract to a different Sales Agent (Change Sales Agent 01)

EXPECTED RESULTS:

  1. Tester can add/edit Sales Agent(s) 
  2. Tester can add/edit Design Agent(s) 
  3. Tester can add/edit Web Agent(s)
  4. Tester can add/edit Real Estate Agent(s)
  5. Tester can change order of the Agents within a section
  6. Tester can delete Agent(s)

Below is the DATA seen while executing testing:

  1. Agent (Sales, Design, Web)
  2. Realtor

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

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Agent & Realtors functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials; Agents Configured