Link an Opportunity to a new in-house, bespoke Course
Steps to link an Opportunity to a new in-house, bespoke Course
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Learn how to link an Opportunity to a new in-house, bespoke Course
Linking an Opportunity to a new in-house, bespoke Course is an important step for a customer interested in bespoke training, tailored to them. Assigning a bespoke course to an Opportunity not only allows the Course and the Opportunity history to be tracked, it also ensures all details — from customer requirements to Course development — stay organised and easily accessible to all team members. This process also helps your team deliver a personalised experience, as the bespoke nature of the Course can be managed directly against the Opportunity, supporting a smoother transition from enquiry to delivery.
Follow this page to learn the steps for linking an Opportunity to a new In-house, bespoke Course
Link the Opportunity to a Bespoke Course
Follow the steps below to add an In-house, bespoke Course as an Opportunity Item
Select ‘Opportunities’ from the Main Navigation Menu on the left-hand side
This will open the Opportunities DataGrid
Using the search bar and or filters, find the Opportunity you want to update
You can do this by searching the Opportunity title, Account Name or Opportunity IDRight-click on the Opportunity and select ‘Items’ from the context menu
This will open the Opportunity Items DataGrid
Click the 'Add Opportunity item' button at the top of the DataGrid
This will open the Opportunity Item form
Keep the ‘Item type’ as Course
Using the ‘Select’ button, select the In-house, bespoke Course Template from the pop-up box (Note: A new Course Template for a bespoke course may need to be created first if the course is entirely new
Create a new Classroom Course Template Create a new Webinar Course Template)Use the ‘Select’ button to open the Courses Datagrid
This will open the Datagrid in a pop up box
Click the ‘Add Course’ button at the top of the DataGrid
This will open the Course Scheduling form
The Training Provider & Course Template will auto populate, check that these are correct
Select the ‘Start & End Date’ of your Course and ensure that the ‘Delivery Method’ is set to ‘In-house’
Update the number of Places required
Optional - Add a Trainer & Venue, these can be added at a later date
Add the ‘Cost’ & ‘Cost Type’
Click the ‘Save & Close’ button
Select the Course within the DataGrid and click the ‘OK’ button in the bottom right hand corner
This will now populate the ‘Course’ field with the new 'In-house bespoke Course' you have just created
Under the ‘Costing’ section, add the quantity of places your Customer is interested in
Add the ‘Unit Price’ for the Course (this will be the unique cost for this customer)
Select the ‘Unit Price Type’ from the drop-down; this is how the course will be charged
Delegate - This means that the cost will be charged per Delegate
Session - This means that the cost will be charged per session (if it's a sessional Course)
Hour - This means the cost will be charged per hour. For example, if he course was 6 hours, it would be £55 x 6
Day - If the Course is a multiple-day Course, this cost would be charged per day. For example, if it's 3 days, it's £55 x 3
Delegate Day - This means the cost would be charged per Delegate per Day.Click the ‘Save & Close’ button
You will now see the new Opportunity Item listed within the Opportunity Items DataGrid
FAQ’s
Can I add multiple Opportunity Items to an Opportunity if they are interested in a number of Courses?