# Lead, contact, opportunity, deal

**Test family:** `CRM`

Use this as a business-semantic overlay on the relevant input, CRUD, action, access, money, and time item files.

- **CRM-001** Lead source/campaign attribution persists across qualification, conversion, merge, and reassignment.
- **CRM-002** Lead conversion creates/links the intended person/contact/company/opportunity exactly once.
- **CRM-003** Conversion retry and concurrent conversion do not duplicate records or lose notes/activity.
- **CRM-004** Deal/opportunity stage allows only legal transitions and captures required close/loss reasons.
- **CRM-005** Probability, amount, weighted value, currency, expected close, and forecast rollups reconcile.
- **CRM-006** Won/lost/reopened state updates downstream tasks, notifications, billing, and reports once.
- **CRM-007** Owner transfer handles team permissions, activity visibility, quotas, and notifications.
- **CRM-008** Contact consent/channel preferences survive merge and block prohibited campaign sends.

## Comprehensive per-item coverage

- **CRM-009** Create with missing, empty, ordinary, minimum, maximum, malformed, unknown, and deprecated field values; report each invalid field without losing valid work.
- **CRM-010** Use names and descriptions containing ASCII emoticons, emoji/ZWJ sequences, kaomoji, accents, mixed scripts, RTL, combining marks, confusables, and boundary lengths.
- **CRM-011** Use inert markup, script, SQL, template, command, path, CSV-formula, header, and log canaries; preserve them as data in every rendered and exported context.
- **CRM-012** Create through UI, API, import, duplication, automation, mobile, admin, and migration; apply one schema, default, authorization, and uniqueness contract.
- **CRM-013** Create exact, case-variant, normalization-equivalent, external-ID, and concurrently submitted duplicates; prevent accidental merge or split identity.
- **CRM-014** Edit from two sessions and through a stale form; detect conflicts, preserve versions, and avoid silent last-write loss.
- **CRM-015** Change parent, owner, status, tenant, and related records; maintain referential integrity, derived values, permissions, and audit atomically.
- **CRM-016** Attempt read and mutation as owner, collaborator, restricted role, removed member, external guest, and another tenant.
- **CRM-017** Change permission or ownership between rendering and commit; reauthorize final reads, writes, downloads, and notifications.
- **CRM-018** Search, filter, sort, group, count, chart, paginate, mention, and deep-link every lifecycle state without hidden records leaking through counts or timing.
- **CRM-019** Retry create/update/delete after timeout and resend the same request; use stable idempotency and return the committed result.
- **CRM-020** Force validation, dependency, storage, index, notification, integration, and audit failures; expose partial state and recovery.
- **CRM-021** Import and export nulls, long values, Unicode, relationships, attachments, unknown fields, old versions, and line-ending/encoding variants.
- **CRM-022** Archive, restore, soft-delete, hard-delete, expire, retain, place on hold, anonymize, and purge according to policy.
- **CRM-023** Reuse identifiers, names, URLs, or external keys after deletion only under an explicit anti-impersonation and reference policy.
- **CRM-024** Verify keyboard, screen reader, zoom/reflow, high contrast, translated labels, RTL, and mobile behavior across create, view, edit, and errors.
- **CRM-025** Measure list, detail, create, update, bulk, search, import, export, and deletion behavior at supported dataset and relationship scale.
- **CRM-026** Verify notifications, webhooks, feeds, analytics, and integrations contain the correct actor, record version, tenant, and permitted fields once.
- **CRM-027** Record actor, authority, source, old/new values, relation changes, time, correlation ID, retries, and outcome without prohibited data.
- **CRM-028** Reconcile record, cache, replica, index, aggregate, attachment, and integration state after delayed or partial processing.

[Back to Records, work management, CRM, and commerce index](../../records-commerce-work.md)
