We can test our entity form designs and fields that we have created. We can start capturing training request information by creating a new training request record by navigating to TRAINING SOLUTION | Training Requests.
Perform the following steps to test a training solution:
- Create a Training Request record and enter the following details. As we are creating a request for a new client we won't be selecting Existing Client? and Existing Contact?.
We will see the default business process flow while creating a record. Business process flows help us to implement a guided approach to following any business-specific process flow. We have not yet modified business process flows (we will be working with these in detail in the next chapter).
- After completing the required fields, click on the Save button and then click on the Qualify button over the command bar.
- This action will create a Proposal record from the Training Request record and will map all the entered fields. It will close the Training Request record.
- Select our CRM Online Training Price List and click on the Save button available at the bottom-right of the record status bar.
- Click on the + sign on the Training Line items sub grid to add Training.
- Set up Training properties using the Edit button in the editable grid view and enter a Quantity value.
- Click on the + sign on the Proposal Quote sub grid to create a quote for the proposal.
- Enter a billing address and click on the Activate Proposal Quote button.
- Click on Close Proposal Quote, select Do not revise Proposal Quote, and click on OK.
- Complete the business process flow and click on the CLOSE AS WON button on the command bar to close the proposal.
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