Proposals
Offer a training to a client before it is agreed.
Overview
CPD proposals are the same proposal documents used in Sales, opened inside CPD. An accepted proposal can be turned into an engagement already filled in, with the client, dates and fee carried over.
When to use proposals
- A new client asks for a training proposal.
Prerequisites
Step by step
In the CPD Training module open Engagements in the green navigation bar, then choose Proposals under Sales.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: PROPOSAL #, SUBJECT, TO, DATE, STATUS, AMOUNT.
- Actions on the screen: New Proposal.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.engagements.cancel
- cpd.engagements.create
- cpd.engagements.delete
- cpd.engagements.read
- cpd.engagements.stage
- cpd.engagements.update