This guide outlines how to generate and send a quote to a B2B client when they want to send 1 or many employees to one of our public training courses. 

If not already done so, please create the Corporate Sale Opportunity in Salesforce:

1. Click on the Opportunity tab and select 'Corporate Sales' and then Next:

        2. Complete all the required information and then click Save:

    3. Add training product (product, quantity and check/amend unit price):

In order to send the quote to a nominated person, firstly make sure that their contact record has been created against the account. Secondly, add them as a Contact Role to the Opportunity prior to sending the quote:

1. Navigate to Contact Roles on the opportunity and click on the drop-down arrow, from there select the option Add Contact Role: 

    2. Search in the 'Contact' search box for the person you'd like to receive the quote. Once selected, click Next and at the next window, click Save: 

   1. Click on the Send Quote action on the Opportunity (in the top-right corner):

    2. The quote will be fully generated once the blue line across the screen reaches 100%. You'll then need to:-

              1. Select the contact from the list shown at step no. 1 below. Note: The contacts listed will be everyone who is linked to the Opportunity's account.

              2. Select the required delivery method:- 

                  A) Attach the document to Opportunity only

                 B) Download the document only

                 C) Email directly to the contact 

                 Note: You may want to preview the document (select option B) prior to emailing to the client. 

Then click Run to execute the request

Here's an example of how the Email looks:

Here's the Quotation document:

When a quote has been emailed to the customer, you'll be able to verify this from the Opportunity itself by navigating to the Activity tab:

Set a task reminder in Salesforce to follow-up the quote at a later date:

1. Click on New Task
2. Populate the task pop-up screen and then click Save 

Once the customer responds after receiving the quote, you'll need to update the Opportunity Stage:

• Customer Accepts > 'Closed Won - Training Scheduled'
• Customer Declines > 'Closed Lost' 

When you update the Stage to Closed Lost, you'll be prompted to enter a reason why / more information

Proceed with the Booking process once accepted, by clicking on the drop-down at the top-right corner and selecting the Manage Bookings quick action:

You will then be taken to the Manage Bookings  page, where you can select the appropriate public course and create the booking there.