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Project: Open-orgn-services

Publisher: The Open Data Institute

Create opportunities and tags against organisations in CapsuleCRM

  • @vcr
  • @capsulecrm
  • @timecop

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
  1. wait for Xero to capsule sync
  2. attach opportunities to existing organisations
  3. attach membership tag to existing organisation
  4. 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 about 5 years ago by Tech Team.