Training Opportunities
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.
Stage | Description |
---|---|
Lead | First clue of information for an opportunity. |
Prospect | Opportunity with chances of being converted in engagement. |
Selling | In process of being converted in engagement. |
Won | Opportunity won and ready to be processed in an engagement. |
Lost | Opportunities that got lost for several reason like competition, can't deliver, over budget, don't know or other reason. |
Bogus | Spams, pranks or fake training opportunities. |
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.
Action | Description |
---|---|
Allows a staff user to send this training opportunity information via email. |
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
Section | Description |
---|---|
Main | The main section contains in which stage is the opportunity, who owns the opportunity, value and expected close date. |
Customer | Information of the contact and the organization related to the opportunity. |
Training | Information of the possible event like which Instructor Led Training Class is going to be taught. |
Participants | Shows the approximate and minimum number of participants for the possible engagement along with the experience and objectives information. |
Fees | Shows the additional fee per participant and also the expenses fee. |
Comments | Shows all comments (e-mails) . |
History | Shows user system information such as creation date, modification date, etc. |
Engagements | Shows all the engagements result of the training opportunity. |
Fields
Main
Field | Description |
---|---|
Stage | The actual stage of the opportunity. |
Owner | Contact who is in charge of this opportunity. |
Value | How much the possible class could cost. |
Expected Close Date | Date that this opportunity is expected to become obsolete. |
Customer
Field | Description |
---|---|
Customer | Contact related to this opportunity. |
Customer Organization | Account related to the opportunity. |
Training
Field | Description |
---|---|
Type | Type of the class , could be onsite or public. |
Instructor Led Training | Instructor Led Training Class requested for this opportunity. |
Categories | Knowledge Category related to this opportunity. |
Requested Customization | Any extra customization that the customer could ask. |
Approximate Duration | Estimated duration of the possible engagement . |
Actual Duration | Real duration of the engagement. |
Location | Location of the event. |
Time-frame | Specific time when the future class could take place, like next week, 1 month, 3 month , etc. |
Participants
Field | Description |
---|---|
Number of Participants (Approximate) | Number of possible enrollments of the class. |
Number of Participants (Minimum) | Minimum of enrollments required for the class. |
Experience | Experience required for this possible engagement. |
Objectives | Objectives that can be achieved with the possible engagement. |
Fees
Field | Description |
---|---|
Additional Participant Fee | Extra fee per participant. |
Expenses Fee | Expenses fee of the class. |
Actions
Action | Description |
---|---|
Standard Operations | The Leads entity supports all of the Entity Actions. |
Allows a staff user to send a message to the customer trough email. |