Welcome to Millennium Prospect & Proposal Writing Course
Prospect & Proposal Getting Started
Getting Started with Prospect
Prospect
-
Printable Data Entry Manual for Reference
-
Prospect Basic Navigation (3:15)
-
Prospect Data Entry (9:11)
-
Modify Prospect Data (1:37)
-
Creating a Favorite in Prospects (1:09)
-
Prospect Options Explained (6:19)
-
Prospect Options (1:20)
-
Prospect Search (3:25)
-
Prospect Information
-
How to Use and Configure Prospect History Grid (2:48)
-
Calls (4:39)
-
Convert a Prospect to Subscriber (1:26)
Getting Started with Proposals
-
Proposal Manual
-
Prospect & Proposal Demonstration (7:02)
-
Prospect & Proposal Maintenance Introduction (0:36)
-
Maintenance Introduction Part 2 (1:11)
-
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)
Proposal Creation and Editing
-
Proposal Demonstration (2:46)
-
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 and 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)
Sales Reporting - Prospect & Proposal
-
Sales Pipeline Management (9:17)
-
Prospect & Proposal Reporting Introduction (0:35)
-
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)
Wrap up
