Modifying the Task
[Link] to Application
ii. Click on campaigns module,campaign list page will
display
[Link] a Campaign,under which you can modify the
Task [Link] Details page will display.
[Link] the Task which we want to modify in Open
activities or Close activities,Edit Task page will open
[Link] the details and click on save button,Campaign
details page will display.
Close the Event
.Login Application
i
[Link] on campaign module,caomapign list page will diaply
[Link] unfer which campaign we want to close
task,campaign details page will diplay
[Link] open activities we have edit /close button...click on close
button edit page will diplay
[Link] the status as completed.
Create New Event
[Link] the application
[Link] on campaign module,campaign page will display
[Link] on campiagn in which we want to create new
event,campaign details page will display
[Link] on new Event button,New Event page will diplay and
by default selected campiagn name should diplay.
[Link] the valid data into all fileds like (subject
,description,Date&time,timings,Duration,Venue,Date,Send
notification email).
[Link] Event is created and dipaly under open activities
section campaign details page
Modifying Event Details
[Link] the application.
[Link] the campaign module,Campaign list page will display
[Link] the particular Campaign in which we want to modify
the event,Campaign Details will diplay
[Link] the event in Open or Close activites ,Edit Event page
will display.
[Link] the event and click on save,Campaign Details page
will display.
Delete Event Details
[Link] the application
[Link] the campaign module,campaign list will diaplay
[Link] the campaign under which we have to delete the
event.
[Link] on the delete button under closed activities
,confirmation pop will come
[Link] on ok button,selected event is deleted and campaign
deayils page will display.
[Link] event should not displayed.
Create Lead
[Link] th Application
ii. select the Lead Module,Lead list will diplay
click on new lead button,create lead page will display
[Link] the necessary details(Name,Phone number,capmpany
name ,company website,Annual revenue,ratings,vendor
designation),address details,Description.
[Link] on save button,lead details will dispaly
[Link] will b refelected in lead list page.
i.
Taking print preview of Lead details
[Link] the Application
[Link] on Lead module, Lead list page will open
[Link] on particular lead for which u need print out,Lead
Details will display.
[Link] on print preview button,print perview page will open
[Link] details and click on print page.
Create Contact
[Link] th Application
ii. select the Contact Module,Conatct list will diplay
[Link] on new lead button,create lead page will display
[Link] the necessary details(First anme Last name ,datof
birth,phone no,Assit no Asssitant,ratings vandor,lead
source,reports to)
v. [Link] on save button,contact details will dispaly
[Link] will b refelected in contact list page
Modifying the Task
[Link] to Application
ii. Click on contact module,contact list page will display
[Link] a contact,under which you can modify the
contact [Link] Details page will display.
[Link] on edit button modify contact page will diplay
[Link] the details and click on save button,Campaign
contact details page will display.
Delete Event Details
[Link] the application
[Link] the contact module,contact list will diaplay
[Link] the contact which we have to delete the
[Link] on the delete button under closed activities
,confirmation pop will come
[Link] on ok button,selected event is deleted and contact
details page will display.
[Link] event should not displayed
Clone
[Link] the application
[Link] the contact module,contact list will diaplay
[Link] the contact under which we want to clone the
contact.
[Link] contact will diaplay ,makes the changes
click on save button.
[Link] clone will b created
Taking print preview of contact details
[Link] the Application
[Link] on contact module, contact list page will open
[Link] on particular contact for which u need print
out,contact Details will display.
[Link] on print preview button,print perview page will open
[Link] details and click on print page.
Create Account
[Link] th Application
ii. select the Account Module,Account list will diplay
[Link] on new Account button,create account page will
display
[Link] the necessary details(Name account name account
number parent account website account type ananual
revenu ratings ticker symbol,ownership)
v. [Link] on save button,account details will dispaly
[Link] will b refelected in account list page
Edit Account
[Link] the Application
[Link] on Account module, Account list page will open
[Link] on particular Account for which u need
Modigy,Account Details page will display.
[Link] on edit ,edit account page will display
[Link] the text filed which u want to edit
[Link] on save button,Changes should b updated.
Delete Account
[Link] the application
[Link] on Account module,Account list will diplay
[Link] the particular account which need to b
deleted,Account details page diaply
[Link] on delete button,pop up meaasge for confirmation .
[Link] on ok,Account list page will disaply,deleted Account
should not b present.
Clone Account
[Link] the Application
[Link] on Account module, Le,Account list page will open
[Link] on particular lAccount ,Account Details page will
display.
[Link] on clone button,account clone page will diplay
[Link] the changes ,click on save button
[Link] Account should be saved
[Link] on Account module,account list page will diplay
[Link] the cloned account ,account details page will diplay
Print perview
[Link] the Application
[Link] on Account module, Account list page will open
[Link] on particular Account for which u need print out,Lead
Details will display.
[Link] on print preview button,print perview page will open
[Link] details and click on print page
Create Potential
[Link] th Application
ii. select the Potential Module,Potential list will diplay
[Link] on new potential button,potential lead page will
display
[Link] the necessary details(Potential name,Name,Amount
,accoutn number,campaign source lead source,type,stage
,probality)
[Link] on save button,Potential details will dispaly
[Link] will b refelected in potential list page
Edit Potential
[Link] the Application
[Link] on potential module,potential list page will open
[Link] on particular potential for which u need
Modigy,potential Details page will display.
[Link] on edit ,edit potential page will display
[Link] the text filed which u want to edit
[Link] on save button,Changes should b updated.
Delete Potential
[Link] the application
[Link] on potential module,potential list will diplay
[Link] the particular account which need to b
deleted,Account details page diaply
[Link] on delete button,pop up meaasge for confirmation .
[Link] on ok,potential list page will dispaly,deleted potential
should not b present.
Clone Potential
[Link] the Application
[Link] on potential module, potential list page will open
[Link] on particular potential,potential Details page will
display.
[Link] on clone button,potential clone page will diplay
[Link] the changes ,click on save button
[Link] potential should be saved
[Link] on potential module,potential list page will diplay
[Link] the cloned potential ,potential details page will
diplay
print perview
[Link] the Application
[Link] on Potentail module,potential list page will open
[Link] on particular potential for which u need print
out,potential Details will display.
[Link] on print preview button,print perview page will open
[Link] details and click on print page
