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 collaboratorRaise tasks and opportunities in CapsuleCRM for higher-level memberships
In order to get higher-level members in
As a commercial person
I want opportunities to be created in CapsuleCRM
when interested parties fill in the web form
- Background
-
- Given
- my name is "Turk Turkleton"
- And
- I work for "ACME widgets Inc."
- And
- my job title is "CTO"
- And
- my email address is "[email protected]"
- And
- my phone number is "+44 1738 494032"
- And
- my interest is "Hey, I really want us to join the ODI!"
- And
- I requested membership at the level called "partner"
- Scenarios
-
- Create new organisation and person
- Create new person in existing organisation
- Update person in existing organisation
- Create opportunities against organisations
- Create task against person
- Create new organisation and person
-
- Given
- there is no organisation in CapsuleCRM called "ACME widgets Inc."
- When
- I have asked to be contacted
- Then
- an organisation should exist in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have a person
- And
- that person should have the first name "Turk"
- And
- that person should have the last name "Turkleton"
- And
- that person should have the job title "CTO"
- And
- that person should have the email address "[email protected]"
- And
- that person should have the telephone number "+44 1738 494032"
- Create new person in existing organisation
-
- Given
- there is an existing organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation does not have a person
- When
- I have asked to be contacted
- Then
- there should still be just one organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have a person
- And
- that person should have the first name "Turk"
- And
- that person should have the last name "Turkleton"
- And
- that person should have the job title "CTO"
- And
- that person should have the email address "[email protected]"
- And
- that person should have the telephone number "+44 1738 494032"
- Update person in existing organisation
-
- Given
- there is an existing organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation has a person called "Turk Turkleton"
- When
- I have asked to be contacted
- Then
- there should still be just one organisation in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have just one person
- And
- that person should have the first name "Turk"
- And
- that person should have the last name "Turkleton"
- And
- that person should have the job title "CTO"
- And
- that person should have the email address "[email protected]"
- And
- that person should have the telephone number "+44 1738 494032"
- Create opportunities against organisations
-
- Given
- that it's 2013-02-01 13:45
- And
- I requested membership at the level called "level"
- When
- I have asked to be contacted
- Then
- an organisation should exist 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 "Hey, I really want us to join the ODI!"
- And
- that opportunity should have the value amount per year for 3 years
- And
- that opportunity should have the milestone "Prospect"
- And
- that opportunity should have the probability 10%
- And
- that opportunity should have an expected close date of 2013-04-01
- And
- that opportunity should be owned by "defaultuser"
- And
- that opportunity should have a type of "Membership"
Examples: level amount sponsor 25000 partner 50000 - Create task against person
-
- Given
- that it's 2013-02-01 13:45
- When
- I have asked to be contacted
- Then
- an organisation should exist in CapsuleCRM called "ACME widgets Inc."
- And
- that organisation should have a person
- And
- that person should have a task against him
- And
- that task should have the description "Call Turk Turkleton to discuss partner membership"
- And
- that task should be due at 2013-02-02 09:00
- And
- that task should have the category "Call"
- And
- that task should be assigned to "defaultuser"
- And
- that task should have the detailed description "Hey, I really want us to join the ODI!"
Last published about 7 years ago by Tech Team.