Typical Sales use Cases Arrange a Meeting and Record Meeting Notes See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes from event. New event 1) Open and navigate to the calendar day on which you want create a new event2) At a time where you want place event click by mouse, or just pull the mouse from the beginning to the end of event to set the length of the event New event on Sales opportunity 1) Set the type of event, it is a meeting (it will be useful in assessing how many meetings you managed)2) Add the summary and event location3) Select the context to client's sales opportunity which you should the event refers4) Add participants or resources5) Save your event Enter meeting notes It is recommended to create record from meeting in the form of Meeting Notes. That will be visible in the overall history of the sales opportunity. 1) Enter the client name, press Enter2) Select founded client in Finder3) Select the appropriate project / sales opportunity4) Choose the tab Communication5) Create new message "Meeting Notes" After opening message, make meeting subject and content, you can also notice your colleagues and save the entry.Create new Deal and send Estimate This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in Atollon. Open Projects & Folders Deals are one of the types of projects that can be created. Move cursor to Atollon icon (top-left) and then click on Projects & Folders Create new deal On this place you can choose project template, for now it is Deal. Fill-in the deal form When creating new Deal, you can choose existing contact or create new one. If you create new one follow steps to fill-in contact data for company and person (relationship employer and employee). You can enter Client data during creation of new Deal, but it is also possible to select existing Client. Last step of wizard is filling details about this Sales opportunity Set deal value and margin Before you can set deal value, you have to add some product or service. Customize product details in deal After click on "Deal" tab you can add new items or services into list of demanded / offered services (from items database).1. Click on Sales opportunity2.Click on button "NEW"3. Choose item from database of products and services4. Add price and quantity5. Save Sales Opportunity Probability and Expected closure After adding items to the Deal there is a possibility to assess chance of closing the business case. Usually the chance is increasing during the progress of a deal. Create Estimate 1. Open the Deal details2. Click on button "Create Estimate" at the bottom of Deal Sales Items Send estimate to client There is an easy way to create PDF file and send it to your customer. Just pick the MAIL button at the left bottom of Estimate detail. Afterwards system show print templates select menu. You can choose which template you want to print and way of communicating (by e-mail f.e.). You can send e-mail using (personalized) mail template. E-mail is automatically saved on Sales opportunity context, so you can have it whenever you need it.