The first step is to find the Salesforce Account for which you would like to create an Opportunity. The fastest way to search for an Account is to use the Salesforce global search bar at the top of your screen. Simply type the name in the search box and indicate in the box next to it that you're searching under Accounts (highlighted below). 

Once you have selected the correct Account, click on the Related tab. Here you will find a list called 'Opportunities'. This will display any Opportunities relating to the Account, past and present. 

From the 'Opportunities' list select 'New'. 

You can then start to complete your Opportunity details. There are a few required fields at this stage -

1. Opportunity Name - you can type what you like here but be sure to use something descriptive and try to be consistent with your naming conventions.
2. Close Date - this is the date you are aiming to close this particular sale. It does not have to be accurate, it's just an estimate. You can always change it later.
3. Stage - this should be 'Discovery' in the first instance. As the Opportunity progresses through the sales cycle, the Stage will be updated accordingly.

Once you are done, click: 'Save'.

Once you have saved your Opportunity, you will be returned to the related area on the Salesforce Account. 

You will see your newly created Opportunity in the 'Opportunities' list. Click on it to open it up. Alternatively, you can open the opportunity by clicking on it from the green message shown below.  

You will then be presented with the product selection screen. You can add as many products as you like, both stock and training courses. You can search for specific products using the search bar add them to your product 'cart' using the arrow on the left of the screen.

You'll then be prompted to select the correct Price-Book. The price-books available to you are absed on your level of access and the State that you reside in. E.g. If you're based in Queensland, select: St John 2019 - QLD - Current and if you're based in Northern Territory, select: St John 2017 - NT - Alice Springs/Darwin or St John 2017 - NT - Katharine/Tennant Creek: 

After you click Save, you'll be presented with the product selection screen. You can add as many products as you like. 

Important Info: 

Step 1- The best way to add multiple products to your opportunity is to enter the product code or product name in the search bar and then click on the magnifying-glass as shown in first screen-shot below. 

Step 2 - Then select the products by checking the tick-box (second screen-shot below)

Step 3 -Go back to the search box, enter the name of the next product and repeat steps 1 & 2 above

Step 4 - Click Next

Once you have clicked Next, you can define a quantity for each product. Once you are done, select Save 

The next step is to define to whom the quotation should be sent to. You can do this from the 'Contact Role' option, which you will find on the right-hand side of your Opportunity screen. As with the products, use the drop down arrow and select 'Manage Contact Role':

Use the 'Contact' field to lookup the contact within Salesforce to whom you would like to send the quote. This will most likely be a contact attached to the Account defined on the Opportunity. You can search for the Contact simply by typing their name. Salesforce will begin to suggest the contact it thinks you are looking for. If you can't find the Contact easily, select the magnifying glass to perform a more exhaustive search:

If the Contact doesn't exist you can select 'New Contact' from the bottom of the list and add them. Once saved, this contact will be attached to the account you created the opportunity against.  

Next Step: Use the 'Send Quote' button in the top right-hand corner of your screen:

You just need to complete a final few details -

1. Select a Contact (the recipient) - Select the quote recipient from the drop-down list
2. You have the option to include an attachment with your quote, e.g. the image below is showing us that you can also send the client the 'About us' QLD marketing material
3. Choose a delivery method - You have 3 options: (1) Attach the quotation to the ""Notes & Attachments" section on the opportunity record - (this is also the option to use for iPad's in place of the 'Download' option). (2) Download: This is a great way to check the quote before you send it out to ensure that everything looks in order. (3)Email: You can email the quote directly to the client.
4. After selecting your deliver method, click Run. 

The first page of a quote will look something like this:

When you send a quote out, you can create a reminder task to follow it up. You can create the task under the 'Activities' tab:  

You can use the 'Tasks' tab in the Salesforce navigation bar to keep track of all the tasks you have logged or that Salesforce has created automatically for you (including those to follow up on quotes). 

You can easily keep on top of your task list and tick them off as you complete them.

If the customer decides they do not want to proceed with the quote, you should update the Opportunity Stage to 'Closed Lost': Select: 'Closed' from the status bar at the top of your Opportunity screen and select 'Change Closed Stage' on the right. From the resulting popup, select 'Closed Lost' and then 'Save':

Process for ordering stock: 

1) Ensure you enter a Purchase Order number in the "Purchase Order" field (use your contact's name if required)

2) Check that the products & quantities are correct before carrying out Step 3 (below). Amend accordingly. 

3) Click Order Stock on the pathway and then click on Mark as Current Stage as shown in the 1st image below

Changing the Stage to 'Order Stock' automates a number of things (refer to the 2nd image below) -

1. An order for the stock items will be created and the Supply Chain team will be automatically notified to approve it's integration with MYOB. Your product order will be linked to your Corporate Sale Opportunity. To view it,  navigate to the 'Product Summary' section under the details tab (highlighted in the 2nd image below). You can click on the 'Product Opportunity' to open it up and see the details. 
2. The Opportunity Stage will automatically be changed to 'Closed Won - Product Ordered'

Once you have triggered the creation of an order for the stock items you can book in the Customer for their training. A task is automatically logged to remind you to do this. As with the task to follow up your quote, this can be found either in the 'Activity' tab on the Opportunity or under the 'Tasks' tab from the Salesforce navigation bar.

To book the training in, use the 'Manage Booking' button at the top right of the Opportunity screen. This will provide you with an interface to book the customer into training:

In the top section (section 1 below), under the 'Products' selection you will find the training courses you sold as part of your Opportunity. You will also notice 'Quantity' and 'Remaining' counts. This displays how many training spots you sold as part of the Opportunity and how many spots remain to be booked in.

You can then follow these steps to complete the Booking -

1. Tick the checkbox against the course you wish to book the attendee on
2. Select the number of attendees that you would like to add to that particular Course
3. Add a PO Number
4. The 'Booking Account' will default to the same as the Account defined on the Salesforce Opportunity
5. Select a 'Booking Contact' - this is the contact at the Customer who is responsible for the booking. This could be the same as the contact role defined earlier in this process or someone different
6. Select 'Create Booking'

Once you have created some bookings they will appear in the 'Current Bookings' section at the top of the screen:

You then have the option to add attendees against your Bookings or even to take a credit card payment over the phone. You will see these options against the Booking record at the top of the page. 

Please review the guide on how to make a Corporate Booking to see more details on how to do this - Making a Corporate Booking.

Once you have created your Bookings, press the 'Back to Opportunity' button. From here, select the 'Booking Confirmation' button from the top right of the screen. This button will allow you to send a PDF document to your booking contact with a list of the Courses that they have booked in for.

To send the Booking Confirmation you just need to -

1. Specify the Contact you would like to send it to. This should default to the Contact you defined as a Contact Role
2. Select 'Email' - this will deliver the resulting PDF via email to your Contact. You can select download so you can preview what your document will look like
3. Select 'Run'

All that now remains is to close your Opportunity. Select 'Close' from the status bar at the top of your screen and then 'Select Closed Stage'. Next, select 'Closed Won - Training Scheduled' and select 'Save'.