# CRM UAT Test Script Worksheet

**SoftwareGlimpse** · Updated 18 Aug 2026  
**Type:** WORKSHEET · **Stage:** IMPLEMENT  
**JTBD:** Run the same user-acceptance cases, with evidence, before CRM cutover.

> Script the same role-based cases before go-live — not a second buying scorecard. Pair with the [Go-Live Checklist](/resources/crm-go-live-checklist/) for freeze/hypercare and the [Implementation Planner](/tools/crm-implementation-planner/) for owners.

**Stable URL:** [/resources/crm-uat-test-script/](/resources/crm-uat-test-script/)  
**Primary download:** [Markdown worksheet](/resources/crm-uat-test-script.md)  
**Secondary:** [CSV case log](/resources/crm-uat-test-script.csv)

This is **not** a vendor evaluation. Pass / Partial / Fail here means the workflow worked in *your* UAT org — not a product score.

---

## How this fits the journey

1. [CRM Implementation Checklist](/resources/crm-implementation-checklist/) — build gates  
2. [CRM Migration Checklist](/resources/crm-migration-checklist/) — data move  
3. [CRM Testing Guide](/guides/crm-testing/) — how to write P0 scripts  
4. **UAT worksheet (this resource)** — same cases, evidence, sign-off  
5. [CRM Go-Live Checklist](/resources/crm-go-live-checklist/) — freeze, smoke, open  

---

## Cover & scope

| Field | Your notes |
| --- | --- |
| Organisation | |
| CRM / org (sandbox vs production) | |
| Freeze window | |
| Who may sign | |
| Workflows that must work on Monday | |

---

## Result key

| Result | Meaning |
| --- | --- |
| Pass | Expected state observed with evidence |
| Partial | Core step worked; mapping or view gap logged |
| Fail | Blocker — do not silently waive |
| Not tested | No evidence yet — do not invent a Pass |

## Evidence that counts

- Named tester, role, and timestamp
- Record ID or screenshot from the UAT org
- Expected vs actual written in the same row

## Evidence that does not count

- Vendor demo recordings
- Admin-only clicks described as end-user UAT
- Pass marks with no evidence field

---

## Core cases (rewrite labels to match your objects)

### Case 1 — Open deal next step

- **Persona:** Sales rep  
- **Why it matters:** Pipeline reviews fail if migrated deals have no dated next action.  
- **Starting data:** Sample migrated open deal (not production).  
- **Steps:** Open the deal, set a dated next step, confirm it leaves the missing-action filter.  
- **Expected state:** Next-step date saved; filter no longer lists the deal as missing action.  
- **Done when:** Record ID + screenshot of the filter before/after.  
- **Result:** Pass / Partial / Fail / Not tested  
- **Evidence / owner:**

### Case 2 — Manager coaching view

- **Persona:** Sales manager  
- **Why it matters:** If the manager still exports to a sheet, UAT did not cover the ritual.  
- **Starting data:** Weekly stuck-deal view on the UAT org.  
- **Steps:** Open the view and coach from it without a CSV export.  
- **Expected state:** Amount, close date, and owner visible; no export required.  
- **Done when:** View URL + note that no export was required.  
- **Result:** Pass / Partial / Fail / Not tested  
- **Evidence / owner:**

### Case 3 — Rep cannot full-export

- **Persona:** Standard rep (admin watching logs)  
- **Why it matters:** Cutover with an open export permission is a security go-live fail.  
- **Starting data:** Standard rep login.  
- **Steps:** Attempt a full contact export.  
- **Expected state:** Export blocked or approval-gated.  
- **Done when:** Permission screenshot + actual result.  
- **Result:** Pass / Partial / Fail / Not tested  
- **Evidence / owner:**

Add rows for email sync, permissions by team, and reporting views that must work on day one. Extra features belong in a later optimization pass.

---

## Sign-off log

| Case | Tester | Role | Date | Result | Blocker or known issue | Signer |
| --- | --- | --- | --- | --- | --- | --- |
| Open deal next step | | Rep | | | | |
| Manager coaching view | | Manager | | | | |
| Rep cannot full-export | | Admin | | | | |

Sign only the cases you actually executed. Failed cases become [Go-Live Checklist](/resources/crm-go-live-checklist/) blockers or known issues — not hallway waivers.

---

## Related

- [CRM Testing Guide](/guides/crm-testing/)
- [CRM Go-Live Guide](/guides/crm-go-live/)
- [CRM Implementation Planner](/tools/crm-implementation-planner/)
- [CRM Migration Planner](/tools/crm-migration-planner/)