@cloud @regression

Feature: Interaction Feature - Manual and Dialer

Description: As a sales executive
I want to create call interactions manually or by dialing customers
So that interactions, stages, and call recordings are tracked correctly

File name: leadInteraction.feature

Relative path: feature/leadInteraction.feature

Scenarios

Chart

Status Progress

Passed	100.00 %
Failed	0.00 %

Total duration:

00:04:00.767

Metadata

Device 63320d693bd6
OS 6.14.0-1017-azure
Browser unknown

@cloud @regression

Scenario: Log a successful manual call interaction and update lead stage to Hot

Given a lead is already created in the system for Calling 00:00:03.968

And the user is logged into the CRM as "Super Admin" 00:00:08.500

And the user is on the Leads screen 00:00:13.473

And the user navigate to the Lead Details screen for Calling 00:00:02.543

When the user logs a "Connected" call interaction with the following details: 00:00:06.391

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Duration	00:05:00
Notes	Interested to pay in two days, Though lead taken different service earlier from other app

Then the interaction record should be saved successfully 00:00:01.864

And the call history should display the new interaction details 00:00:00.026

And the interaction notes should be saved 00:00:00.573

And the lead stage should be updated to "Hot" on the profile page 00:00:04.935

And the operator should be "Manual" with no caller id 00:00:00.045

@cloud @regression

Scenario: Log a manual "Not Connected" call interaction and verify lead stage

Given a lead is already created in the system for Calling 00:00:04.006

And the user is logged into the CRM as "Super Admin" 00:00:08.919

And the user is on the Leads screen 00:00:12.539

And the user navigate to the Lead Details screen for Calling 00:00:02.520

When the user logs a "Not Connected" call interaction with the following details: 00:00:07.041

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Not Connected
Sub Disposition	No Response
Stage	Warm
Call Status	Not Answered
Notes	Customer did not answer

Then the interaction record should be saved successfully 00:00:01.843

And the call history should display the new interaction details 00:00:00.028

And the interaction notes should be saved 00:00:00.568

And the lead stage should be updated to "Warm" on the profile page 00:00:04.900

And the operator should be "Manual" with no caller id 00:00:00.055

@cloud @regression

Scenario: Successfully edit an existing interaction note

Given a lead is already created in the system for Calling 00:00:03.853

And the user is logged into the CRM as "Super Admin" 00:00:08.484

And the user is on the Leads screen 00:00:12.644

And the user navigate to the Lead Details screen for Calling 00:00:02.533

When the user logs a "Connected" call interaction with the following details: 00:00:06.412

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Duration	00:09:00
Notes	Interested to pay in two days, But user is not looking for any premium service, only free service

Then the interaction record should be saved successfully 00:00:01.830

And the call history should display the new interaction details 00:00:00.023

And the interaction notes should be saved 00:00:00.575

And then user updates the note again with : 00:00:02.715

It is an Updated Text for note. It is an Automation Test to update the note.

And the updated interaction notes should be saved 00:00:00.540

@cloud @regression

Scenario: Prevent saving a manual interaction record when mandatory data is missing

Given a lead is already created in the system for Calling 00:00:04.363

And the user is logged into the CRM as "Super Admin" 00:00:07.195

And the user is on the Leads screen 00:00:12.670

And the user navigate to the Lead Details screen for Calling 00:00:02.490

When the user attempts to save a call interaction without entering any data 00:00:00.413

Then the system should prevent saving the interaction 00:00:00.009

@cloud @regression

Scenario: Verify that the Notes requirement toggles based on Call Disposition

Given a lead is already created in the system for Calling 00:00:14.473

And the user is logged into the CRM as "Super Admin" 00:00:09.411

And the user is on the Leads screen 00:00:14.735

And the user navigate to the Lead Details screen for Calling 00:00:02.495

Given the user is on the Call Interaction form 00:00:00.388

When the user selects "Not Connected" as the disposition 00:00:00.398

Then the Notes field should be marked as optional 00:00:00.007

When the user changes the disposition to "Connected" with following details : 00:00:05.248

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Connected
Sub Disposition	Pitched Interest
Stage	Hot
Call Status	Completed
Duration	00:09:00
Notes	Less than 60 Words

Then the Notes field should be marked as mandatory with minimum character 60 00:00:00.324

@cloud @regression

Scenario: Verify that cancelling a manual Interaction does not create any new records

Given a lead is already created in the system for Calling 00:00:04.203

And the user is logged into the CRM as "Super Admin" 00:00:07.194

And the user is on the Leads screen 00:00:15.022

And the user navigate to the Lead Details screen for Calling 00:00:02.540

Given the user opens the Call Interaction modal 00:00:00.445

When the user fills the interaction details but decides to cancel: 00:00:06.451

Time	01:10 AM
Call Category	First call
Call Type	Outbound
Disposition	Not Connected
Sub Disposition	No Response
Stage	Warm
Call Status	Not Answered
Notes	Customer did not answer

And the user closes the interaction modal without saving 00:00:00.014

And the call history should not contain any new interaction records 00:00:04.640