Creating a Public Opportunity
Creating a training quote
This guide will outline how to create an opportunity for a training course
Select opportunities
Select the opportunities tab
Click on new
New opportunity pop-up
Select Corporate Sales
Click on next
Key Fields
- Opportunity name: create a suitable name, eg Public course booking
- Close date: click on the calendar. Select the date you anticipate a response from the client
- Account name: mandatory, you must link the quote to an account.
- Stage: select from the drop-down menu
- Training requirements: Record the course name and number of attendees in this free text field.
- Complete other fields: Make sure you fill in all fields possible or needed
Save
Next Steps
- Adding Products
- Sending a Quote