Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Prospect & Proposal Implementation: Part 2
Sales Reporting - Prospect & Proposal
Sales Pipeline Management (9:17)
Prospect & Proposal Reporting Introduction (0:35)
Prospect Information Report (1:45)
Lead Reporting (8:59)
Converted Prospect Reports (1:48)
Prospect Listing Report (2:30)
Proposal Report (6:37)
Proposal Expiration Report (2:38)
Converted Proposal Report (2:01)
Converted / Expired Proposal Report (5:39)
Pipeline Analysis Report (5:53)
Executive Dashboard (1:40)
Prospect Maintenance Item Setup
Maintenance Lead Source (2:06)
Maintenance Prospect Status (2:36)
Maintenance Market (1:57)
Maintenance Lead Type (2:29)
Proposal Maintenance Item Setup
Maintenance Creating Proposal Headers and Footers (4:05)
Proposal Status Explainer (4:54)
Maintenance Proposal Status (1:36)
Maintenance Proposal Lost Reason (1:56)
Maintenance Sales Item as it Pertains to Proposals (4:05)
Teach online with
Maintenance Prospect Status
Download
Complete and Continue