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Project: Open-orgn-services

Publisher: The Open Data Institute

Raise tasks and opportunities in CapsuleCRM for higher-level memberships

  • @vcr
  • @capsulecrm

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
  1. Create new organisation and person
  2. Create new person in existing organisation
  3. Update person in existing organisation
  4. Create opportunities against organisations
  5. 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 over 7 years ago by Tech Team.