Everything you need to know to manage and lead a successful sales organization with Millennium Prospect and Proposal Writer.
Course Curriculum
Welcome to Millennium Prospect & Proposal Writing Course
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Prospect & Proposal Getting Started
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Getting Started with Prospect
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Prospect
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after you enroll
- 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
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days
after you enroll
- 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
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days
days
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- 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
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- 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
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days
days
after you enroll
