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: : Building the Training Offer
The Training module is composed of the following elements:
Requirements
To use this module, it is recommended to:
- Import your existing data (an archiving process is possible). This operation must be performed with an Akuiteo Professional Services person.
- Create a Trainer sheet from the menu Training > Trainers >
. For more information, read Creating a Trainer Sheet.Creating a Respondent Sheet
- Have created an Intern contact sheet and a Training interlocutor sheet from the Third-Parties module. For more information, read Adding a Contact..
- Configure the training premises. For more information, read Adding Training Locations .
- Configure the training-type sold products including its family and sub-family.
Recommendation
If necessary, you can create an to define the need in training sessions. From this opportunity, you will be able to create a project and set up your training session. Akuiteo Sales and Training opportunities are very similar in terms of configuration. To understand the principle of an opportunity, refer to the Opportunities Module section.
To create an opportunity:
- From the Training module, go to Training > Opportunity and check the Training box to enable the menu Edit and then create a inter/intra session.
- From an Event record sheet linked to a prospect (e.g. phone call), go to > Edit > Create an accounting voucher > Create a training opportunity.
To learn more about it, read the following sections:
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