Everything you need to know to manage and lead a successful sales organization with Millennium Prospect and Proposal Writer.
Course Curriculum
Prospect & Proposal Getting Started
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Prospect
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Proposal Creation and Editing
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after you enroll
- 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 an 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)
Brief Course Evaluation
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days
days
after you enroll