Story 1.1.5.1. CRM. Company creation mode

Content

General info

The CRM system should provide a streamlined form for creating a new company profile. This form should allow users to enter essential details about the company, including its logo, name, type, market, contact information, and other relevant attributes. The purpose of this feature is to simplify and standardize the addition of new companies to the CRM.

By default, the following values should be automatically set for new company profiles upon creation:

  • Application type: Email

  • Job model: Succession fee

  • Cooperation status: KT 1

  • Client level: Standard

  • Market: based on CRM user who created the company

These default settings are intended to streamline the company creation process and ensure consistency in initial profile configurations.

User story

As a CRM user,
I want to create a new company profile with essential details and default status values,
So that I can quickly establish a standardized company record within the CRM.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21491-133223&t=rLPvM9Tc6u7lKWK2-4

#

Acceptance Criteria

01

Scenario: Accessing Company Creation Form
Given the user has permission to create a company,
When they select the "New company" option,
Then a blank company creation form should open with fields for required and optional details and default values set for specific statuses.

image-20241104-073534.png

02

Scenario: Default Application Type
Given the user is creating a new company,
When the form opens,
Then the "Application type" should be set to "Email" by default.

03

Scenario: Default Job Model
Given the user is creating a new company,
When the form opens,
Then the "Job model" should be set to "Succession fee" by default.

04

Scenario: Default Cooperation Status
Given the user is creating a new company,
When the form opens,
Then the "Cooperation status" should be set to "KT 1" by default.

05

Scenario: Default Client Level
Given the user is creating a new company,
When the form opens,
Then the "Client level" should be set to "Standard" by default.

06

Scenario: Default Market for CRM user from one market
Given the CRM user from one market is creating a new company,
When the form opens,
Then the "Market" should be set according to CRM user settings by default.
NEW AND CRM user (ONLY admin, BM, HoD, consultant, sales) has the ability to change the market

image-20250206-065513.png

06a

NEW Scenario: Default Market for CRM user from several markets
Given the CRM user from several markets is creating a new company,
When the form opens,
Then the "Market" should not be set by default.

07

Scenario: Overriding Default Values
Given the user is in the company creation form,
When they choose to modify any of the default values (e.g., changing "Application type" from "Email" to another type),
Then the system should allow the user to select different options as needed.

08

Scenario: Saving the Company Profile with Defaults
Given the user has completed the company form,
When they click "Create" without modifying any default values,
Then the system should save the new company profile with all default values applied.

09

Scenario: Validating Required Fields
Given the user is attempting to save a new company,
When required fields like "Company’s name" are empty,
Then the system should display an error message and prevent saving until all required fields are completed.

10

Scenario: Canceling Company Creation
Given the user is in the company creation form,
When they click "Cancel,"
Then the form should close without saving any data, and the user should return to the previous page.

Comments

Leave a Reply