Overview

Training opportunities is a module made for tracking future opportunities that can lead to future engagements, providing the opportunity for customers to request private classes with special requests.

Component Stages

As a tracking mechanism for possible classes, training opportunities have different stages explained in the following table.

Creating a training opportunity

There are two ways to create a training opportunity, trough the administration panel or the website.

Administration Panel

In the administrator menu:

• Go to Customers > Training Opportunities
• Click on the New button

• Fill up the form

• Click Save

Website

To create a training opportunity through the website:

• Go to the "Request Quote" button that appear in any Instructor Led Training courses event

• Fill in the information for the possible class to create a new training opportunity

If you are logged in, your email and name will be prefilled:

Viewing a training opportunity

Training opportunities are displayed in the administrator menu under Customers > Training Opportunities

Relationship with Engagements

Engagements represent private training sessions that usually comes from a training opportunity so when and administrator creates an Engagement event, one of the fields is the training opportunity that this engagement class come from.

Training Opportunities Actions

The following table provides an overview of the Actions available on Training Opportunities.

To send an email for the training oportunties:

• Login as an Administrator
• Go to Customers > Training Opportunities
• Click on the view icon of any training Opportunities 
• Click Edit

• Add additional recipients if you wish to, email subject and type your message 
• And hit Send

Sections

Fields

Main

Customer

Training

Participants

Fees

Actions