SALESXPRESS - TEST CASE 6

TEST CASE STEPS:

  1. Open existing Home Selection record  (or create a new one)
  2. Navigate to the Buyer Contract tab
  3. Expand the Lender, Title Company & Lawyer section
  4. Add Title Company Details
  5. Add Lender Details
  6. Add Law Firm Details
  7. Edit Title Company Details
  8. Edit Lender Details
  9. Edit Law Firm Details
  10. Delete Title Company Details
  11. Delete Lender Details
  12. Delete Law Firm Details

EXPECTED RESULTS:

  1. Tester can add, edit, delete Title Company
  2. Tester can add, edit, delete Lender
  3. Tester can add, edit, delete Lawyer

Below is the DATA seen while executing testing:

  1. Title
  2. Lender
  3. Lawyer
  4. Mortgage Types

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

E.g., Community = 51919.41 PORT AND MILL

12:15 - Lender & Legal Coordination
Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Lender, Title Company & Lawyer functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials; Lenders; Lawyers; Title Companies;