This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

Search and or click on make a booking

You need to add the staff members from the organisation onto the required course.

a: Select course date

b: click on new company booking

• Enter the number of attendees
• Po number
• Booking account
• Booking contact

Click on create booking

Click on the booking

Click on the edit icon in the Corporate Sale Opportunity field

a: Search and select the opportunity

Click on save

Click on the Corporate Sale Opportunity name.

Select the details tab

Check the opportunity name and account are the same.

You may need to search for the opportunities and select the required training opportunity. Ensure you save.

Click on schedule training

Please note, you are unable to select schedule training if the opportunity has NOT been linked to the booking.

Click on mark stage as complete

Click on the arrow to select the closed stage

Select closed won – training scheduled

Click on save