Unit Test Protocol (Prime Sales)
Acceptance checklist for Prime Sales (sales).
NMS Prime is a CRM, BSS and OSS platform for ISPs and Telcos.
App hub: Prime Sales
Pipelines & stages
# | Check | Expected |
|---|---|---|
1 | Create a pipeline with stages (order, probability, colour, a won stage) | Pipeline appears with ordered stages |
2 | Mark a default pipeline | New opportunities land on it by default |
Leads
# | Check | Expected |
|---|---|---|
3 | Create a lead with contact + address | Lead saved; owner defaults to current user |
4 | Set status to hot / qualified | Status updates; promote action available |
5 | Promote a qualified lead | An opportunity is created and linked to the lead |
6 | Promote a disqualified / already-converted lead | Blocked with a clear message |
Opportunities & funnel
# | Check | Expected |
|---|---|---|
7 | Add product line items to an opportunity | Items saved with count / dates |
8 | Open the Sales Funnel | Opportunities shown by stage with per-stage totals |
9 | Drag a card to another stage | Stage updates; probability follows the stage default |
10 | Read the forecast | Total value, average probability, weighted value shown |
11 | Filter panel (owner / area / deal size / probability / date) | Board filters accordingly |
Conversion
# | Check | Expected |
|---|---|---|
12 | Convert a won opportunity to a contract | Contract created; items copied; opportunity linked |
13 | Convert without contact / apartment (Property in use) | Blocked by guard |
14 | Re-convert an already-converted opportunity | Blocked |
Import
# | Check | Expected |
|---|---|---|
15 | CSV import of opportunities | Rows imported with items |