Note-After That Login Go To Lead, Deal Contact, Account by Default Display All The Records As Per Permission Level

Funtcion Module Sub-module
Note- After that login go to lead, deal contact, account by default display all the records as per permission level
Lead Add Lead
Import
Export
Edit lead
Convert
Timeline
Add Activity
Add task
Add interaction
WEB Interaction
Campaigns
Info
Attachments
Quick sort
Advance filter
Bulk action
Column view
lead information tab

Contact
Add
Import
Export
Edit Contact
Add Deal
Add Activity
Edit activity
Add task
Add interaction
Quick sort
Advance filter
WEB Interaction
Bulk action
Column view
Contact information tab

Deal Add deal
Edit deal
Import
Export
Add Activity
Edit activity
Add task
Add interaction
Quick sort
Advance filter
Bulk action
Column view
Deal information tab
Account Add Account
Edit Account
Import
Export
Add Deal
Add contact
Add Activity
Edit activity
Add task
Add interaction
Quick sort
Advance filter
Bulk action
Column view
Account information tab

Calender Add an activity
Edit Activity
Edit and update
Mail send
Mail send
Time zone
Time zone
Task Add task
Quick sort
Advance filter
Bulk action
Column view
Search
Time zone
Local storage lead, deal contact and account Column view in local storage
All advance filter in all module Clear and refresh button
Custom filed display a filter

All module quick sort filter
All module column sorting
All module create and update Filter value is not selected
Email
Compose
Sent
Draf
Trash
setting
Dash board My dashboard

Deal dashboard
Lead dashboard
Sales manager dashboard
Salesforce dashboard
Individual dashboard
Custom report
Loding bar process bar
Double saving issue
Bulk email add in
Reports
Saved reports
Filter reportes
Edit filters reports
All report All reports data display as per permission level
Deal Reports Deal reports
Deal source reports
Deal product reports
Deal closed reports
Deal month wise reports
Top 5 sales person report
Deal by sales person report
lead Lead report
Lead value by source
Lead by source
Lead by close date
Account reports Key account
Account by industry
Account by rating
Slaes productivity (Active and task) Activity planed summary
Activity complete summary report
Task by sales executive

Completed task
Task summary 4 week
Mobile tracking Check-in report
Distance travel report
Sales forecasting Monthly Sales forecasting
Cumulative Sales Forecasting
task Task by sales person
Completed task
Task summary 4 week
Setting
My profile
Password
Mail setting
Notification
User always active and deactivate the user
User management MyProfile
user master
User hierarcy
Admin setup Account Setup

Location Master
designation master
Department master
Role master
mail setting
Modules priviliges
Quota setup Quota setup
Quota type master
only active and deactive a master cant delete a master
Data management Contact & Lead

Lead Stage
Source
Lead Type
Contact Type
Address Type
Deal
Deal stage
Account
Account type
Account Industry
Interaction
Interaction Type
Interaction Status
Product
Product group
Product
Activity
Activity master
Duplication
Leads
Contacts
Add fields Leads

Contacts
Deals
Accounts
Bulk import Lead

contact
deal
Account
Marketing Marketing Assets

Sender management
My Documents User Level Documents
Company Level Documents

Store management Org location master
Store allocation
Store inventory
Testing Date
(QA) slot testing
Test Case v(7.7.2) 31-1-2018 Testing 7.7.3
rds as per permission level
Adding a lead Pass Pass
First name is mandatory Pass Pass
Owner name should be there Pass Pass
Add company pop up Pass Pass
All drop downs showing data Pass Pass
Image save sucessfully Pass Pass
Drop down data come as a master Pass Pass
Save, save and new , close button work properly Pass Pass
email send successfully Pass Pass
Import button work properly Pass
Excel file upload properly only xlsx Pass
mapping column function Pass
Upload button work properly Pass
Export button work properly Pass
Only selected column download Pass
Export button processing sign Pass
Edit a lead previous data show Pass Pass
Afer edit a lead save lead reflect edit data in lead page Pass Pass
Save , save and close button work properly Pass Pass

check pop up message show correctly
Click convert pop up open Pass Pass
Stage drop down function work fine Pass Pass
Click convert pop message shown correctly Pass

check afer convert a lead , lead convert to contact and
check lead show in contact Pass
account its selected by the master ya add new account Fail Fail
All lead activity shown example edit stage, owner, rating Pass
Add activity pop up window open Pass
click Edit activity then pop up open and previous data is
showing Pass
Save button work properly Pass
Activity show in activity page and lead activity Tab Pass

time zone is displayed fail
Add Task pop up window open Pass

click Edit Task then pop up open and previous data is
showing Pass
Task show in Task page Pass
Add Interaction pop up window open and saved
sucessfully Pass
this interaction is come for the campaign there
Customer fill a form is coming to lead Pass
All stats come for the campaign there Customer fill a
form is coming to lead Pass
All custom filed of lead Pass
All attached dacuments Pass
All quick sort work fine Pass
date filter Pass
industry filter Pass
All filter Pass
All filter have none option is display Pass
All bulk option work fine Pass
Column view and default working properly Pass
check 1 value change only single value is updated (Check

the whole value in edit page) Pass
Pass
First name is mandatory Pass
Owner name should be there Pass
Add Account pop up Pass
All drop downs showing data Pass
Image save susessfully Pass
Drop down data come as a master Pass
Save , save and close button work properly Pass
add account from contact Pass
Excel file upload properly Pass
mapping column function pass
Upload button work properly pass
Export button work properly pass
Only selected column download pass
Export button processing sign pass
Edit a Contact previous data show Pass
Afer edit a Contact save Contac t reflect edit data in lead
page Pass
Add Deal pop up window open Pass
click Edit Deal then pop up open and previous data is
showing Pass
Save button work properly
Edit more button Pass
Deal show in Deal page contact deal tab
showing Pass
Activity show in activity page and lead activity tab Pass
time zone is displayed fail
Activity displayed all relation ship moudule
Display a tag activity related to deal or account
showing Pass
suceffully Pass
date filter Pass
industry filter Pass
this interaction is come for the campaign there
Customer fill a form is coming to lead Pass
Adding a deal Pass
deal name is mandatory Pass
close date is mandatory Pass
Related to field is compulsary Pass
Edit a deal previous data show Pass
Afer edit a deal save deal reflect edit deal in deal page Pass
edit Save , save and close button work properly Pass
showing Pass
time zone is displayed Pass
Activity displayed all relation ship moudule Pass
Display a tag activity related to deal or account
showing Pass

sucessfully Pass
date filter Pass
ALL filter Pass
Adding an Account Pass
Pin code auto fill work properly Pass
Edit a Account previous data show Pass
Afer edit a Account save Account reflect edit Account
page Pass
Export button processing sign Pass
click Edit Deal then pop up open and previous data is
showing Pass
Deal show in Deal page contact deal tab Pass
Edit more button working Pass
Edit more button working Pass
showing Pass
Activity displayed all relation ship moudule Pass
Display a tag activity related to deal or account Pass

showing Pass
Add Interaction pop up window open save sucessfully Pass

date filter Pass
all filter Pass
Add an activity Pass
Activity subject is compulsary Pass
activity display to all relationship model Pass
Edit a Activity previous data show Pass
Afer edit a Activity save Activity reflect edit Activity
page Pass
time zone is displayed Yes
activity display to all relationship model
Contact and account mail send option is working

If lead, contact and account mail is not configure then
check box button is disable
assign task display as per user master time zone
User got a activity mail then check the time diplay as per
user selected time zone
showing Pass
date filter Pass
ALL filter Pass
search work fine Pass
assign task display as per user master time zone
In a single tab without refresh a page lead, deal, contact,

and account page coloum view store in local.
(Column view and filter)
Clear and refresh button working
all dropdown have none option
As per property it’s a drop down, string, integer
Quick sort filter working find
All module column sorting working as per column wise
Then display a none value (excpected lead stage)
Date filter
ALL filter with save a apply button
Date filter
Date filter
Date filter
Date filter
Date filter
Date filter
Date filter
Date filter
Date filter
Date filter

Date filter
Date filter
Date filter
save ,close working, update pass

save & new ,save & close working,save, update pass

Create a new role and delete a role pass
updaate a permission and check user level permission pass
Date filter pass

ALL filter pass
All quota is editable pass
saved quota is displayed on user profile and tenant pass

add quota type master working pass
edit delete quota type master working pass

save & new ,save & close working, update pass


get all duplicates pass

get all duplicates pass
custom field creation pass


save,clearAll working pass
file attached properly pass
file attached properly pass

Testing Date
(QA) Testing Date Testing Date
testing.zigihub.com (CRM) App.zigihub.com % working of testing Testing Status Confidence Level
80%
70%
50%
80%
80%
80%
50%
60%
80%
70%
50%
80%
50%
60%
80%
20%
10%
10%
10%
10%
60%
80%
70%
50%
50%
60%
80%
80%
70%
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80%
70%
50%
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60%
80%
60%
0
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80%
60%
60%
50%
50%
60%
50%
50%
60%
60%
60%
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70%
70%
Dev Owner Testing Owner Comments
module sub module test case no
Campaign mangment manage TC_01

TC_02
TC_03
TC_04
TC_05
TC_06
TC_07
TC_08
TC_09
TC_10
create TC_11
TC_12
TC_13
TC_14
TC_15
TC_16
TC_17
TC_18
TC_19
TC_20
TC_21
TC_22
TC_23
TC_24
TC_25
TC_26
Design TC_27
TC_28
TC_29
TC_30
TC_31
TC_32
TC_33
TC_34
TC_35
TC_36
TC_37
TC_38
select audience TC_39
TC_40
TC_41
TC_42
TC_43
TC_44
TC_45
TC_46
schedule TC_47
TC_48
TC_49
TC_50
TC_51
TC_52
TC_53
TC_54
TC_55
TC_56
TC_57
TC_58
performance TC_59
TC_60
TC_61
TC_62
Event (Personal) Birthday
Marriage anniversary
Filter
testcases Actual result Expected result
By default manage Tab is open

check for filter button
check for refresh button
check for the new campaign button
check email tab
check sms tab
check the global search
check the setting /clone/edit delete
check the tooltip
Pagination is woring fine
check create button

camp name is mandatory
camp name accept any data
camp sub is mandatory
Campaign start Date is mandatory /formate
If campaign start date end end date same then campaign will run
campaiagn bugdet numeric field
Actual cost numeric field
Expected revenue only numeric field
camp description accept any data
clear button working
new camp should create new form
save button should save camp
save and design should save and allow design
camp subtype dropdown
Campaign end Date is mandatory /formate
camp type/email/sms
check create Tab

check email/sms
select camp dropdown
preview button (ic camapign is selected)
save button should save camp
preview button should show the previw
save and proceed should move to next page
select template check for the import from file /
import from camp/import from themes
import from file should import from html/user file
import from camp sould import theme from existing camp
import from theme should take theme from app
check select audience Tab
apply filters check the O/P
filters for lead /working
filters for contact/working
filters for customer /working
apply the filter click onaudience selected (and check data )
save to my list should save it to the my list
save and proceed should revet to appropiate page
check schedule Tab

run camp working
If campaign run and campaign failed its roll back
recuricev send
Choose campaign campaign selected
check daily/ monthly/weekly/yearly
check for radio buttons
once send swiching and working
Select date and time
My list appropaite data
import from file check for exact file (only excel)
Import a file data should be proper format
check performance tab

check email/sms/switching
Select campaign
campiagn stats and its count
check event tab

Event name is mandatory
Response is mandatory
Response date is mandatory
end date should not be less then start date
When on the same day/afer / before working fine
Time ( run on time)
Event name is mandatory
Response is mandatory
Response date is mandatory
end date should not be less then start date
When on the same day/afer / before working fine
Time ( run on time)
date range filter working fine
Refresh button work fine
Search work properly
Remark created date devopler remark status updated date created by 7.8.23
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Fail
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Fail
Pass
Pass
safari 5.34.57 Version Release Date
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
No 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
NO 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018

Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
NO 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
7.7.3 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018

Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
No 7.7.2 31-1-2018
No 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 31-1-2018
Yes 7.7.2 31-1-2018
31-1-2018
7.7.2 31-1-2018
7.7.2 31-1-2018
7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018

Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
No 7.7.2 31-1-2018
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No 31-1-2018
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Yes 7.7.2 31-1-2018
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31-1-2018
Yes 7.7.2 31-1-2018
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Yes 31-1-2018
Yes 7.7.2 31-1-2018
31-1-2018
7.7.2 31-1-2018
7.7.2 31-1-2018
7.7.2
7.7.2
Yes 7.7.2 31-1-2018

Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
No 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018

Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
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NA 31-1-2018
NA 31-1-2018
NA 31-1-2018
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NA 31-1-2018
31-1-2018
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Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
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Yes 7.7.2 31-1-2018
Funtcion Module Sub-module
Campaign Dashboard
Campaign effectiveness
Website visit traffic
Website lead
Website visit
Top 10 state by vebsite visit
Website traffic
Know visitors
Annonymous visitors
Lead
Add Lead
Import
Export
Edit lead
Convert
Timeline
Add Activity
Add task
Add interaction
Contact
Add
Import
Export
Edit Contact
Add Deal
Add Activity
Add task
Campaign
Manage
Create
Design
Select audience
Schedule
Performance
Event
Social campaign
Campaiogn reports Website analystics Website visit
Total website visit
Know visitor trend
anonymous visitor trend
Visit by source
Know visitors by source
Anonymous visitors by source

Top 10 state by visit
Lead Lead reports
Lead value by source
Lead by source
Lead by close date
My REPORTS
Sender management
Test Case safari 5.34.57
Filter working properly

Apply and clear button work properly
Filter working properly

Apply and click button work properly
Adding a lead
First name is mandatory
Owner name should be there
Add company pop up
All drop downs showing data
Pin code auto fill work properly
Drop down data come as a master
Save , save and close button work properly
Import button work properly

Excel file upload properly
mapping column function
Upload button work properly
Export button work properly

Only selected column download
Edit a lead previous data show

Afer edit a lead save lead reflect edit data in lead page
check pop up message show correctly
Click convert pop up open

Stage drop down function work fine
Click convert pop message shown correctly
check afer convert a lead , lead convert to contact and check lead show in contact
All lead activity shown example edit stage,activity , task
Add activity pop up window open

click Edit activity then pop up open and previous data is showing
Activity show in activity page and lead activity Tab
Add Task pop up window open

click Edit Task then pop up open and previous data is showing
Task show in Task page and lead activity Tab
Add Interaction pop up window open
First name is mandatory

Owner name should be there
Add Account pop up
All drop downs showing data
Pin code auto fill work properly
Drop down data come as a master
Import button work properly

Excel file upload properly
mapping column function
Upload button work properly
Export button work properly

Only selected column download
Edit a Contact previous data show

Afer edit a Contact save Contac t reflect edit data in lead page
Add Deal pop up window open

click Edit Deal then pop up open and previous data is showing
Deal show in Deal page contact deal tab
Add activity pop up window open

click Edit activity then pop up open and previous data is showing
Activity show in activity page and lead activity tab
Add Task pop up window open

click Edit Task then pop up open and previous data is showing
Task show in Task page and lead activity tab
Filter work properly

Add campaign button work properly
Cmapign name ,subject , start and end date mandatory
New campaign , save, save and design button check
Select campaign
Preview , save, saved and processed button work
Import from file check the function
import from theme check the function
import from campaing check the function
save to my list , save and processed button fucntion work properly
Check filter option work properly
recursive send fuction check
send once function check
My list show a data
Import from file check import sucessfully
Select campaign
afer select campaign ,campaign statistics shoe sucessfully
Check filter will apply

afer filter apply check the data
Saved reports save sucessfuly

Saved report again apply the filter in save report
Testing Testing Testing
Date Date Date Testing Comment
Release Da(QA) (CRM) (Prod) % workingStatus ConfidenceDev OwneTesting Ows

Note-After That Login Go To Lead, Deal Contact, Account by Default Display All The Records As Per Permission Level

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Note-After That Login Go To Lead, Deal Contact, Account by Default Display All The Records As Per Permission Level

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Funtcion Module Sub-module

lead information tab

Contact information tab

Account information tab

Custom filed display a filter

Dash board My dashboard

Deal product reports

Deal closed reports

Deal month wise reports

Top 5 sales person report

Deal by sales person report

lead Lead report

Lead value by source

Lead by close date

Account reports Key account

Slaes productivity (Active and task) Activity planed summary

Activity complete summary report

Task by sales executive

Task summary 4 week

Mobile tracking Check-in report

Distance travel report

Sales forecasting Monthly Sales forecasting

Cumulative Sales Forecasting

task Task by sales person

Task summary 4 week

Admin setup Account Setup

Quota setup Quota setup

Quota type master

only active and deactive a master cant delete a master

Data management Contact & Lead

Add fields Leads

Bulk import Lead

Marketing Marketing Assets

My Documents User Level Documents

Company Level Documents

Save , save and close button work properly Pass Pass

Click convert pop message shown correctly Pass

Activity show in activity page and lead activity Tab Pass

Add Task pop up window open Pass

check 1 value change only single value is updated (Check

Task show in Task page Pass

Add Task pop up window open Pass

Task show in Task page Pass

Add Interaction pop up window open save sucessfully Pass

Contact and account mail send option is working

In a single tab without refresh a page lead, deal, contact,

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

ALL filter with save a apply button

save ,close working, update pass

save & new ,save & close working,save, update pass

updaate a permission and check user level permission pass

Date filter pass

saved quota is displayed on user profile and tenant pass

save & new ,save & close working,save, update pass