Custom Opportunities

A custom opportunity should be created as early as possible in the sales cycle, perhaps even as soon as a client mentions they might want to partner on a custom program.

Creating a Custom Opportunity

• 1. From the opportunities tab in Salesforce click "New" and on the following screen select "Custom Course" from the drop-down menu.

• 1. On the next page fill out as much information as you can. The more information you include (# of participants, description, etc.) the easier it is for someone else to tell what happened with the program years later. Return and update information/stage as the sale develops.

  2. Naming Conventions: The name for your opportunity should follow this format: 2018 EE Custom - Company Name - Project/Topic

• 1. When you hit "Save" you will have the opportunity to add additional information through Contact Roles and Notes & Attachments

  2. Contact Roles: Click "New" and add in the relevant parties at the organization in question. All contacts associated with the organization will be shown on this list. You can select their role from the drop down menu.

• 1. Notes & Attachments: You should also attach any relevant documents, like proposals or agreements. Click "Attach File". On the following screen you will first select "Choose File", then "Attach File" and finally "Done." All of those steps must be completed for the attachment to be successful.

Complete Custom Opportunity Example

Linking Opportunity to Session Campaign

After the custom event date is confirmed, campaigns should be created (Read more about Creating Campaigns for Custom Classes). These should then be linked to the opportunity.

• 1. On the custom opportunity, select "Edit" so the search icon appears next to "Session Campaign."

• 1. Click on the search icon and enter "session - (client name)" to bring up the campaign. Note: The session needs to be active to appear in this search.

• 1. Select the session and save.