A successful demo proves that one enquiry can reach the CRM. It does not show what happens when the request is duplicated, the CRM is slow, or assignment fails after delivery.

A useful test plan follows the enquiry through each processing boundary and checks the recovery behavior.

Use controlled test data

Work in a suitable test environment and use designated test contacts. Keep live personal information out of fixtures and screenshots.

Give each test enquiry a stable reference. Define the expected local state, remote record, owner, task, and tracking outcome before sending it.

Use a unique campaign label for attribution tests so the result is easy to identify. Do not include personal information in campaign parameters.

Validate acceptance

Test missing fields, invalid structures, backend rejection, successful acceptance, and a response lost after saving.

Check whether the form retains inputs on failure.…