Clickhere to create all yourprospects (potential customers)and fill in the fields: First name, Last name, Company, Email, Telephone, Address, etc. After creating your prospect, save their information (top left on the diskette), then click on the lists that appear at the top of the screen (Associated lists) to send them appointments, tasks, quotes, opportunities, documents or notes (by clicking on the file icon of the new button). Convert your lead into customers by clicking on the “convert lead” button. You can use the Kanban view to easily change the status of your leads.

Click here to create and manage your customer contacts. After creating your contact, you can send them training sessions, campaigns, quotes, invoices, appointments, etc.

An account is a company converted into a customer. Click hereto create companies. After creating an account, you can send him training sessions, quotes, invoices, etc!. You can click the Contacts related list (top) to see all the contacts that belong to that account.

An opportunity is a potential project tracked in the CRM from the time it is detected until the sale is closed.. Click here to create a business opportunity, specify a name (Ex: Training for ABC Company – 6 people), a stage (New – In progress – Won – Lost), associate it with a prospect or a contact and/or an account. Once the opportunity has been created and saved, you can grant it services to know the potential earning amount, a decision circuit, tasks, documents, participants, training days. Once done, generate a quote from this opportunity and turn it into a training session. All the elements will be included in the Session file.

You can create a quote either from a contact’s file, or from the Quote object by clicking here, or by clicking on the generate a quote from an opportunity button. Name your quote (Ex: Quote for ABC – 6 people), specify its status, the date it was sent, the due date, assign it to a prospect, a contact or an account and fill in the rest of the fields. Once created, click on the Fill in the billing address button then a little further down the page, start adding the quote lines that come from your training catalog. Finally, generate your estimate by clicking on the “generate a model” button then transform the estimate into an invoice by clicking on “Generate an invoice”

You can create an estimate either from a contact’s file, or from the Invoice object by clicking here, or by clicking on the generate an invoice from an estimate button. Name your Invoice (Ex: Invoice for ABC – 6 people), specify its status, the date sent, the due date, assign it to a prospect, a contact or an account and fill in the rest of the fields. Once created, click on the Fill in the billing addressbutton then a little further down the page, start adding the invoice linesthat come from your training catalog. Finally, generate the invoice by clicking on the“Generate a model” button

Clickhereto create each item in your training catalog and add all the information such as unit price, reference, recommended duration, objectives and description. You also have an overview of all the sessions attached to each training.

You can create a session either from an opportunity or from the Session object by clicking here. Fill in the fields specific to each session then once created, add the participants who will attend as well as the days sold. Use the buttons offered in the top bar to automatically send the invitation or the satisfaction survey to your participants and to generate all the administrative documents(agreements, balance sheets, contracts, etc.).

This object is mainly related to the Contact object. Add the participant from a session, then save his file and generate his certificate of achievement or his certificate of end of training by clicking on the “Generate a model” button

Click on the Planning object present in the upper bar of the associated lists on the form of a session. Create each day sold for the session in question and specify whether it took place in the morning, the afternoon or all day. Save and then click on the “Electronic signature” button to send the signature to your participants so that they can sign. Finally generate the attendance sheet from the “generate a template” button.

Click here to create the file of one of the external trainers or those of your organization. Fill in the relevant fields such as their name, their diploma, their professional title, your level of satisfaction with them…. Once created, save and send sessions, purchase invoices, skills, documents…

Click here to create a satisfaction survey and link it to a participant and a training session. You also receive in this object all the surveys that have been completed on the forms of your website that are synchronized with your CRM.

Click here to create a new task. Specify its priority, status, due date, add a description and then assign it to a contact, lead, session, opportunity or account. Save the task and click the “Add to Google Calendar” button to sync it with your Google Calendar. You can use the Kanban view to easily change the status of your tasks.

Clickhere to create a new document (Ex: an agreement). Upload the file you want to add to your document file and then assign the document to a prospect or customer. Once created, click on the “send for signature” button to send this document for electronic signature to your contact’s email address.

Click here to consult all the reports already created in your software. These reports allow you to measure your turnover, the rate of access to your training, the conversion rate, the elements of the educational report… You can also create new reports by clicking here

Click here to create a dashboard. Name it and group several reports of your choice.