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 search for the customer name you are looking for. As you type, Salesforce will suggest Accounts it thinks may match. If you don't see the customer select the magnifying glass to perform a full search.

**Please check that your customer contact already exists against the account. If not, please click on Contacts and create your new contact before going to the next stages below.**

Once you have opened up your Account, select the 'Related' tab. Here you will find a list called 'Opportunities'. This will display any Opportunities relating to the Account, past and present. 

Click on New:

Select the record type: Corporate Sales:

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, select '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.

Before you can send out a quote to the customer, you need to define the Opportunity Products - what are you selling? 

• Click on the Opportunity record you created
• Click on the Related tab and then click on Products:

Click on New to add products;

You'll be prompted to select a Price-Book (this is a collection of all products with prices) - Each State has their own Price-Book. 

Select St John 2017 - QLD Price-Book 

NOTE: If the account is entitled to a product discount, you'll need to request that your Sales Manager update the prices for each product added to your opportunity. This can be done once you've added all products to your opportunity record. 

Add the products, one at a time. You can search for the product by typing the first few letters or the product code. 

• Add the quantity required and then click save (the price should automatically appear once you've selected the correct product)

** Please note this next step isn't available on an iPad**

The next step is to define to whom the quotation should be sent. 

• You can do this from the 'Contact Role' section which you can find on the screen mentioned in section 3 (Add Products):

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 belonging 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 does not exist you can even select 'New Contact' from the bottom of the list and add then on the fly. 

Make sure you select 'Primary' before pressing 'Save'.

• Use the arrow-back on your browser until you get back to the Opportunity record
• Click on the 'Send Quote' button located at the footer of your screen:

You just need to complete a final few details -

1. Select a Contact (the recipient) - This should default to the contact role we defined in step four. If not, not to worry, you can simply select them from the drop down list
2. You have the option to include an additional insert with your quote, some nicely designed 'About us' marketing material
3. Choose a delivery method - You have two options - (1) is to download the quote to your device. This is a great way to check the quote before you send it out to ensure that everything looks in order. (2) Is to deliver the quote via Email. 

Once you are ready, select 'Run'. Salesforce will take all the information provided on the Opportunity, merge it into a professional looking quote document. The first page of a quote will look something like this - 

You can find a copy of the quote you sent to the customer in the 'Notes and Attachments' list. This can be found on the Related Tab on your Opportunity record.

If the customer decides that they do not want to go with the quote, you should update the Opportunity Stage to 'Closed Lost'

If the Customer signs the Quote they should scan & email it to you. You'll then need to upload the signed version of the quote in the Notes & Attachments section (check the 'Related' tab).

At this point, there are a number of things to action inside Salesforce to ensure stock is ordered. 

Changing the Stage to 'Order Stock' automates a number of things -

1. An order for the stock items will be created and routed to the finance team to approve its integration with MYOB. 
2. Your product order will be linked to your Corporate Sale Opportunity. To see it,  just navigate to the 'Product Summary' section under the details tab. You can click on the 'Product Opportunity' to open it up and see the details (you can see lots of useful information like its MYOB Order and Invoice numbers):