Raise a new customer enquiry
Steps to create a new Opportunity to log a customer enquiry
Related Help Guide Pages
Learn how to create a new Opportunity to log a Customer enquiry
Do you have a new Course enquiry from a customer?
Whether your customer is looking for a bespoke version of a Course you offer or whether they are getting in touch about a Course you already have advertised, this guide will walk you through logging enquiries as Opportunities.
This page will walk you through the steps to raise a new Opportunity to progress a customer’s enquiry.
Create an Opportunity
Follow these steps to log an enquiry as an Opportunity.
Open the ‘Opportunities’ DataGrid from your main navigation menu on the left
This will open the ‘Opportunities’ DataGrid
Click the ‘Add Opportunity’ button
This will open the Opportunity form
Start by providing your new Opportunity a Title (We recommend providing the Customer Name within the Title)
Optional - Add a Description for your new Opportunity
Add a Description for the New Opportunity
Next, add contact Details for your new Opportunity, such as a Contact Number or Email Address
Using the ‘Select’ button, select the Account to which your new Opportunity will be linked. If the Account doesn't already exist, you can create a new Account from within the popup window when clicking ‘Select’
The ‘Assigned To’ section will automatically populate with your current Training Provider, User & Initiated User. You can update these by clicking the ‘Select’ button and selecting the correct Training Provider or User
Next, select the Status your new Opportunity will be in using the drop-down option
Optional - Provide a Closing Date, Profitability % or Lost Reason if applicable. These can be updated at a later date if needed
Using the drop-down, select which source your new Opportunity came from. For example, was it an Email, Call or Enquiry Form
Optional - The Type & Competitors options are optional and can be left blank if not required
The Value will auto-calculate using the values supplied within the form
Click the ‘Save’ button in the top right corner
Now that you have created your Opportunity, you can link Courses to it!
FAQs
Can I record extra information than the standard form when I create an Opportunity?
Can I change the Sales Stage options?