Everything you need to know to manage and lead a successful sales organization with Millennium Prospect and Proposal Writer.
Course Curriculum
Introduction to the Prospect and Proposal Module
Available in
days
days
after you enroll
Prospects - Basic Navigation and Data Entry
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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)
