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.
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
Add additional recipients if you wish to, email subject and type your message
And hit Send
The main section contains in which stage is the opportunity, who owns the opportunity, value and expected close date.
Information of the contact and the organization related to the opportunity.
Information of the possible event like which Instructor Led Training Class is going to be taught.
Shows the approximate and minimum number of participants for the possible engagement along with the experience and objectives information.
Shows the additional fee per participant and also the expenses fee.