How to: Create an Agent Student Opportunity, a related Estimate and convert to Enrolment

Either navigate to the Agent account record, then scroll to the opportunities section (or click on the Opportunities link at the top of the account record) and select New Opportunity.

Select 'Agent Student' as the type of opportunity as follows:

Select 'Agent Student' then click continue.

Update the opportunity details with the information you have available.  Any information you enter about the student will be copied to the new student record, if the estimate is converted to an enrolment.  

If you know that this student is a returning student, please search for the student via the student lookup and the converted estimate will instead link to an existing student record rather than create a new one.

Once the Opportunity is created, you can create an Estimate linked to this Opportunity by clicking the 'New Estimate' button:

Within the Estimate, add the estimate bookings as needed (1), then Save. This will automatically update the opportunity value on the opportunity record.

Once saved, you can create documents for the proposal using Create Documents (2) and then email them using Create email (3).  Once emailed, this will automatically update the opportunity stage as 'price/proposal'.

If the student confirms then the Estimate can be converted to an Enrolment using the 'Convert'  and 'Convert and Invoice' buttons at the top of the Estimate.

After emailing the proposal, the opportunity is updated as follows: