Contacts Tests

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Contents


Assign/Unassign Contacts

Action

Login as DemoSalesRep1 in CRMSFA Go to Contacts > My Contacts

Result

"Demo Contact 2" should be visible as one of "My Contacts"

Action

Login (on a separate screen) as DemoSalesManager Go to Contacts > Find Contacts Enter "Demo" as first name Click on "Demo Contact 2" Click on [Assign to Me] Click on [My Contacts]

Result

Demo Contact 2 should now show up for DemoSalesManager Verify that DemoSalesRep1 still has Demo Contact 2 on his My Contacts list

Action

As DemoSalesManger, click on [Unassign] for Demo Contact 2

Result

Demo Contact 2 should no longer show up for DemoSalesManager DemoSalesRep1 should still have Demo Contact 2 on his My Contacts list

Action

As DemoSalesManager, click on [Deactivate] for Demo Contact 2

Result

You should see a red message saying that this contact has been deactivated with the date and time that it was deactivated. The buttons for [Assign to Me] and [Deactivate] should no longer be visible.



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