SALESXPRESS - TEST CASE 2

TEST CASE STEPS:

  1. Log into SalesXpress
  2. Select the Sales Agent Portal link to open
  3. Select the Community to open 
  4. Select the following filters Lot List; Details View
  5. View filter results by Available; Spec/Model; Reserved; Contract Prep; Pending; Sold; Closed
  6. Either scroll through results or search for available Lot number and Select
  7. Either scroll through results or search model and Select
  8. Add a Prospect to the Home Selection (Home Sales record is generated)
  9. Clear Prospect name from top of screen
  10. Repeat Steps 4 to 9 using Model List
  11. Repeat Steps 4 to 9 using Site Map

EXPECTED RESULTS:

  1. Tester can log into SalesXpress
  2. Tester can navigate to the Sales Agent Portal
  3. Tester can start Home Selection Process by Lot List; Model List; Site Map
  4. Tester created 3 Home Selections records
  5. Tester can filter lots by status (Available, Spec, Reserved, Contract Prep, Pending, Sold, Closed)

Below is the DATA seen while executing testing:

  1. Community
  2. Home Selections
  3. Lot Status
  4. Site Map
  5. Models

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 3 alternate methods of starting the home selections process
Pre-Conditions Lots available to sell; Prospects created in SX, Login Credentials