Introduction to the Prospect and Proposal Module
Prospects - Basic Navigation and Data Entry
-
Basic Navigation of the Prospect Form (3:15)
-
Creating a New Prospect (9:11)
-
Modifying an Existing Prospect (1:37)
-
Creating a Favorite in Prospects (1:09)
-
Prospect Options Explained (6:19)
-
Searching for an Existing Prospect (3:25)
-
Using and Configuring the Prospect History Grid (2:48)
-
Prospect Calls (4:39)
-
Converting a Prospect to a Subscriber (1:26)
Proposals - Basic Navigation and Data Entry
-
Proposal Navigation (5:28)
-
Creating a Proposal with a Proposal Package (4:23)
-
Creating a Proposal from a Template (2:04)
-
Adding Recurring Revenue Items to a Proposal (4:47)
-
Adding Recurring Service Items to a Proposal (1:43)
-
Modifying an Existing Proposal (2:09)
-
Emailing a Proposal (1:31)
-
Printing a Proposal (1:13)
-
Designating a Proposal as Lost (0:46)
-
Search for an Existing Proposal (1:14)
-
Making a Proposal Inactive (0:53)
-
Adding Options to a Proposal (1:35)
