RamageLawPortal.com TestsTesting actions that can be done from RamageLawPortal.comWhat role are you logged in as?(Required) Attorney Employee Intake Specialist Manager Sales consultantAttorneyWhat would you like to test?(Required) Submit Pink Slip Complete Red Flag ReviewSubmit Pink SlipWhen you log into RamageLawPortal.com is the Pink Slip displayed?(Required) Yes NoComplete and submit the Pink Slip(Required) First Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepComplete Red Flag ReviewClick the 'Inbox' tab at the top right of the webpage in the menu bar(Required) Done I had trouble with this stepIf there is an entry needing a Red Flag Review, it will be found in you inbox. Click on the entry.If the inbox is empty, this means that there are currently no entries needing a Red Flag review. To get one, log in with an Intake Specialist account or have someone else that is logged in with an Intake Specialist account create a Pink Slip and Sales Intake entry that requires one before continuing. Done I had trouble with this stepYou should be taken to an entry page that contains the information for the potential client that was collected in the Pink Slip. Do you see this? Yes NoClick on the 'Open Form' button on the right of the displayed entry in the 'Workflow' box. This will take you to the Sales Intake form to complete for this entry. Done I had trouble with this stepComplete and submit the Reg Flag Review form. Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepEmployeeWhen you log into RamageLawPortal.com is the Pink Slip displayed?(Required) Yes NoComplete and submit the Pink Slip(Required) Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepIntake SpecialistWhat would you like to test?(Required) Submit Pink Slip only Submit Pink Slip and complete Sales Intake form directly after submitting Pink Slip Complete Sales Intake form for an existing Pink Slip entrySubmit Pink Slip OnlyWhen you log into RamageLawPortal.com is the Pink Slip displayed?(Required) Yes NoComplete the Pink Slip until the last question.(Required) Done I had trouble with this stepDo you see 'Complete to Sales Intake now?' question at the end of the Pink Slip form before the Submit button?(Required) Yes NoSelect 'No' for the question 'Complete to Sales Intake now?'(Required) Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepComplete Sales Intake Form from InboxClick the 'Inbox' tab at the top right of the webpage in the menu bar(Required) Done I had trouble with this stepFind a Pink Slip entry that you/other employees made from the list of entries in your Inbox view and click on it.(Required)If the inbox is empty, this means that there are currently no Pink Slip entries needing a Sales Intake call. Done I had trouble with this stepYou should be taken to an entry page that contains the information for the potential client that was collected in the Pink Slip. Do you see this?(Required) Done I had trouble with this stepClick on the 'Open Form' button on the right of the displayed entry in the 'Workflow' box. This will take you to the Sales Intake form to complete for this entry.(Required) Done I had trouble with this stepIs the information that was collected in the Pink Slip displaying in the Sales Intake form?(Required) Yes NoComplete the Sales Intake form.(Required) Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepComplete Sales Intake form directly after Pink SlipWhen you log into RamageLawPortal.com is the Pink Slip displayed?(Required) Yes NoComplete the Pink Slip until the last question.(Required) Done I had trouble with this stepDo you see 'Complete to Sales Intake now?' question at the end of the Pink Slip form before the Submit button?(Required) Yes NoSelect 'Yes' for the question 'Complete to Sales Intake now?'(Required) Done I had trouble with this stepDirectly after submitting the Pink Slip Form, was the Sales Intake form loaded for you to complete?(Required) Yes NoIs the information that you collected about the New Lead Prospect in the Pink Slip displaying correctly in the Sales Intake form?(Required) Yes NoComplete the Sales Intake form.(Required) Done I had trouble with this stepIf applicable, describe anything you see that doesn't look right at this stepEmailThis field is for validation purposes and should be left unchanged.
