Content
General info
Feature: Company List Management
Description: This feature allows users to manage a list of companies by creating new entries, viewing existing ones, updating details, and deleting records as needed.
User story
As a CRM User [Admin, Consultant, BM, HoR, HoC, Recruiter, Customer support]
I want to be able to create, view, update, and delete company records
So that I can maintain an accurate and up-to-date list of companies in the system.
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21124-112520&t=hi9yEFy0y8uUSlNC-4
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Acceptance criteria
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01
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Scenario 1: Create a Company
Given I am an authenticated CRM User When I navigate to the "Company List" page AND I click on the “+” "Add New Company" button AND I fill out the required fields (Company Name, type, parent company, industry, Rocken contact, Job link, Phone Number, Email, Company size, website) AND I click on the "Create" button Then I should see a confirmation message indicating the company was created successfully AND the new company should appear in the company list with the provided details AND the page of the company is opened automatically
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02
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Scenario 2: View a Company
Given I am an authenticated CRM User When I navigate to the "Company List" page AND I select a company from the list by clicking on the name of the company Then I should see the detailed information for the selected company
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03
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Scenario 3: Update a Company
Given I am an authenticated CRM User When I navigate to the "Company List" page AND I select a company from the list AND I click on the "Edit" button AND I update the desired fields (e.g., industry, Phone Number) AND I click on the "Save update" button Then I should see a confirmation message “Edits are saved“ indicating the company was updated successfully AND the company list should reflect the updated details
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04
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Scenario 4: Delete a Company
Given I am an authenticated Admin User When I navigate to the "Company List" page AND I select a company from the list AND I click on the "Delete" button AND I confirm the deletion in the confirmation dialog Then I should see a confirmation message indicating the company was deleted successfully AND the company should no longer appear in the company list
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05
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Scenario 5: View Company List
Given I am an authenticated CRM User When I navigate to the "Company List" page Then I should see a list of all companies AND each entry in the list should show the company name, status, industries, and other relevant details
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