To add a collaborator to this project you will need to use the Relish gem to add the collaborator via a terminal command. Soon you'll be able to also add collaborators here!
More about adding a collaboratorCreate opportunities and tags against organisations in CapsuleCRM
In order to see lower-level members in our sales pipeline
As a commercial person
I want opportunities to be created in CapsuleCRM
when lower-level members sign up
- Background
-
- Given
- my name is "Turk Turkleton"
- And
- I work for "ACME widgets Inc."
- And
- my email address is "[email protected]"
- And
- I requested membership at the level called "supporter"
- And
- that it's 2013-01-01 14:35
- And
- my membership number is "AB1234YZ"
- And
- my organisation has a company number "08030289"
- Scenarios
-
- wait for Xero to capsule sync
- attach opportunities to existing organisations
- attach membership tag to existing organisation
- set company number on existing organisation
- wait for Xero to capsule sync
-
- Given
- there is no organisation in CapsuleCRM called "ACME widgets Inc."
- Then
- my signup should be requeued for later processing once the contact has synced from Xero
- When
- I sign up via the website
- attach opportunities to existing organisations
-
- Given
- there is an existing organisation in CapsuleCRM called "ACME widgets Inc."
- And
- I requested membership at the level called "level"
- When
- I sign up via the website
- Then
- there should still be just one organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have an opportunity against it
- And
- that opportunity should have the name "Membership at level level"
- And
- that opportunity should have the description "Membership #: AB1234YZ"
- And
- that opportunity should have the milestone "Invoiced"
- And
- that opportunity should have the probability 100%
- And
- that opportunity should have the value amount per month for 12 month
- And
- that opportunity should be owned by "defaultuser"
- And
- that opportunity should have a type of "Membership"
Examples: level amount supporter 45 member 400 - attach membership tag to existing organisation
-
- Given
- there is an existing organisation in CapsuleCRM called "ACME widgets Inc."
- When
- I sign up via the website
- Then
- there should still be just one organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have a data tag
- And
- that data tag should have the type "Membership"
- And
- that data tag should have the level "supporter"
- And
- that data tag should have the join date 2013-01-01
- And
- that data tag should have the membership number "AB1234YZ"
- And
- that data tag should have the email "[email protected]"
- set company number on existing organisation
-
- Given
- there is an existing organisation in CapsuleCRM called "ACME widgets Inc."
- When
- I sign up via the website
- Then
- there should still be just one organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have a company number "08030289"
Last published almost 7 years ago by Tech Team.