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Basic Health Check

This document outlines steps to test the basic functionality of a health check system including creating and linking leads, accounts, opportunities, quotes, sales orders, and invoices. It also describes testing additional modules for support, tickets, web leads, activities, and analytics. Tools for import, duplication, timelines, and mail/SMS are listed for checking. Finally, steps are provided to configure the homepage by adding, editing, and reordering components and dashboard reports.

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vikranth
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26 views1 page

Basic Health Check

This document outlines steps to test the basic functionality of a health check system including creating and linking leads, accounts, opportunities, quotes, sales orders, and invoices. It also describes testing additional modules for support, tickets, web leads, activities, and analytics. Tools for import, duplication, timelines, and mail/SMS are listed for checking. Finally, steps are provided to configure the homepage by adding, editing, and reordering components and dashboard reports.

Uploaded by

vikranth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BASIC HEALTH CHECK:

1. Create New Lead - With All Fields Including Address


2. Convert to Account - Lead should not be visible.
3. Create new Opportunity - Connect the Account
4. Check if all data - Field Mapping with Account - Should work fine.
5. Create new quote - Check if all Field info comes up.
6. Create New Items in Quote - Print Quote
7. Convert Quote to Sales Order.
8. Check of all Info and Items has come to the Sales Order.
9. Generate new Invoice - Check all Items & Data
10.Print Invoice.
11.Add Payment Module.
12.Check with Payments Addition.
13.Add subscription list
14.Create a new campaign and add subscription list and send mail and check
whether it is getting updated.
15.Attach a new document and click on it and check if attachment works.
16.Create new module and give permissions and check whether it works
17.Add events and change the date and check if it is updated.
18.Check all the new deployment made and check whether it affects any other
feature.
ADDITIONAL MODULES:
1.
2.
3.
4.
5.
6.

Support -> solution and knowledge base


Tickets
Web to lead
Activities -> Event, task and call
Analytics -> basic dashboard and report
Portal settings -> change of portal name, company name, favicon, logo,
portal address.

TOOLS:
1.
2.
3.
4.

Import from file up to 1000 records, import history


Duplicate -> relationship duplication
Generate tool -> timeline check
Mail report, Send mail, Send sms

HOMEPAGE:
1.
2.
3.
4.

Add, edit, delete of home page components


Link details and navigation
Dashboard and report addition, details check and navigation
Home page components reordering

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