Opportunities from the Enquiry Form

How the Enquiry Form works with Opportunities

You first need to build an Enquiry Form on your website, and use our Plug-In to link the fields in your form to fields in your accessplanit platform.

When someone completes the enquiry form that you have built, the following events will happen in your accessplanit platform:

1. Unless the User already exists on accessplanit with the same Forename, Surname and Email Address, a new user will be created using the personal information supplied in the form.
   
   
2. Unless the Account already exists on accessplanit, if Account details have been supplied in the form, a new Account will be created using the 'Company' information supplied.
   
   
3. The User created in step 1 will be added into the Account created in step 2. If Account details are not supplied by the user, or you do not choose to capture them in your form, the user will be added into the holding 'Guest Company'.
   
   
4. If the user has selected an Industry within the form, their new Account will be added to that Industry on accessplanit.
   
   
5. A new Opportunity is created:
• The Opportunity will be owned by the 'Owner ID' company that you supply within the feed - this is the training provider you would like the Opportunity to sit under).
• The Opportunity will be given a standard label, such as “Online enquiry” - this is configurable using the 'Title' field in the Plug-In.
• The Opportunity will be linked to the Account and User from steps 1 and 2.
• The 'Description' field against the Opportunity will be populated with the free-text supplied by the User for the 'Additional Information' field.
  
  
6. If the user has selected a Course Template for their enquiry, a new Opportunity item for that specific course will be created and linked to the new Opportunity.