📈 SalesPulse

1Business context

SalesPulse is a sales CRM. Reps capture leads, log activities, convert leads to deals and move deals through a pipeline to Won or Lost; dashboards track the win rate. Data quality (no duplicate leads) is a key rule.

A leads table with filters, select-all and bulk assign, a new-lead modal with duplicate checks, an activity log, convert-to-deal, and a Kanban pipeline you can drag cards across.

2Users & roles

• 👤 Sales rep (sales@crm.dev / Crm@123) — manages leads, activities and the pipeline

3Modules & screens

4Main end-to-end journey

5Business rules & validations

• Table filtersBeginner

  Combine lead-search, lead-status-filter and lead-source-filter; assert lead-count and rows.

• Select all & bulk assignIntermediate

  select-all-leads ticks every visible row; bulk-owner + apply-bulk updates owner-<id> cells.

• New lead validationIntermediate

  save-lead with an existing email shows “already exists”; bad phone/value show error-*.

• Activity logIntermediate

  Switch activity-note/call/email, save, and assert the newest activity-item text.

• Convert to dealAdvanced

  convert-lead → deal-value + deal-close → lead-status becomes Converted and converted-banner appears.

• Kanban via menuIntermediate

  Change move-deal-<company> and verify the card is inside stage-<id> and stage-total-* updates.

• Kanban drag & dropAdvanced

  Drag a deal-card onto another stage-* column (HTML5 DnD — dispatch events in Selenium/Cypress).

• Dashboard KPIsBeginner

  Winning a deal changes kpi-won and kpi-win-rate on the dashboard.

6Test data & credentials

URL

/apps/crm

Email

sales@crm.dev

Password

Crm@123

Stages

Qualified → Won/Lost

7Glossary

Lead

A potential customer — email must be unique

Deal

A converted lead with value and expected close date

Stage

Pipeline column, from Qualified to Won/Lost

8Watch-outs for automation

• ⚠️Kanban uses HTML5 drag and drop — Selenium/Cypress may need dispatched events; the Move-to menu is the reliable path
• ⚠️Select-all only selects currently visible rows
• ⚠️Newest leads appear first

9Suggested test strategy