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MKSales Training
Template Info
MKSales Help File Manual
Welcome to Micro Key University!
This course is a tutorial on how to use MKSales like a pro!
Welcome Letter
MKSales
Get Started with the Basics of MKSales (0:59)
How to Login to MKSales (0:47)
MKSales Dashboard Navigation (1:17)
How to Logout of MKSales (0:15)
Managing Configuration - Adding Company Logo to your Device (0:45)
Managing Configurations - Adding E-Contracts to your Device (0:51)
Using the Dashboard Feature
The Dashboard can provide a Quick View of your Sales Activity for Today
Adding & Managing Appointments (3:34)
Prospects
MKSales allows you to add and manage prospects.
Adding and Managing Prospects (3:25)
Surveys for Prospects (2:58)
Accessing a Survey for Prospects (1:00)
Accessing a Survey for a Proposal (1:52)
Subscribers
Managing Subscribers (4:04)
Proposal Creation and Management
Creating a New Proposal for a Prospect (10:07)
Creating a New Proposal for a Subscriber (7:23)
Modifying a Proposal (2:58)
Adding Recurring Revenue and Services to a Proposal (5:03)
Adding Options to a Proposal (1:41)
Adding E-contracts (1:03)
Wrap up
Course recap
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Course recap
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