Creating a New Proposal for a Prospect | MKU - Micro Key University

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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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Creating a New Proposal for a Prospect

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