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Prospect & Proposal Implementation: Part 1
Prospect & Proposal Getting Started
Prospect & Proposal Demonstration (7:02)
Accounting & Prospect Quick Start Guide (Please Download)
Prospect
Prospect Basic Navigation (3:15)
Prospect Data Entry (9:11)
Modify Prospect Data (1:37)
Prospect Options Explained (6:19)
Calls (4:39)
Convert a Prospect to Subscriber (1:26)
Proposal Creation and Editing
Proposal Navigation (5:28)
Creating a Proposal with a Package (4:23)
Creating a Proposal from a Template (2:04)
Adding Recurring Revenue Items on Proposals (4:47)
Creating Recurring Services on Proposal (1:43)
Modify an Existing Proposal (2:09)
Emailing a Proposal (1:31)
Printing a Proposal (1:13)
How to Indicate a Lost Proposal (0:46)
Search for an Existing Proposal (1:14)
Make a Proposal Inactive (0:53)
Adding Options to a Proposal (1:35)
Brief Course Evaluation
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Creating Recurring Services on Proposal
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