Navigation: Mobile Applications > MKSales - Overview > Proposals List: Closing the Sale in MKSales This Help File Page was last Modified on 08/25/2017

❑Closing the Sale: When a Proposal is accepted by a Prospect (or Subscriber), a copy of it may be emailed, signed by the Prospect, a payment received and all of these posted.

•When a Proposal is accepted, locate that Proposal in the Proposals List page and:

✓Tap that Prospect line to display the Proposal Details page for that Proposal.

 

MKSales Application - Proposal Details page

 

✓Slide the page up to show the bottom of the Proposal Details page.

 

MKSales Application - Proposal Details page bottom

 

•Options available for finalizing a Proposal:

✓E-Contract - If an E-Contract has been made available for the Salesperson in Settings, Tap the    E-Contact    button to display that document.

✓Save - To record any last minute changes, Tap the    Save    button at the bottom of the Proposal Details page.

✓Email - To Email a copy of this Proposal to the Prospect (Subscriber), Tap the    Email    button

▪An Email dialog will be displayed with the email address previously entered in the Edit View for the Prospect (Subscriber)

 

Prospect Form - Edit View - Email address

 

▪The Subject line will be filled in with the Proposal ID Number, Date  & Time is was sent.

▪The Proposal will be attached as a PDF file.

 

✓Additional comments may be added to the body of the Email, as desired,

▪Tap Send

 

MKSales Application - Proposal Email page

 

✓PDF copy of the Emailed Proposal - An example of the Proposal attached to the Email as a PDF file is shown below

 

MKSales Application - Proposal PDF

 

 

•On the Proposal Details page

✓Sign & Submit - Tap the   Sign & Submit   button to start the finalization process and the Check List For Print dialog will be displayed

✓Check List For Print - Tap the items that are to be included in the document representing the final Proposal.

 

MKSales Application - Proposal Details page - Check List For Print

 

✓Next - Tap the   Next   button to view this finalized Proposal.

 

•Proposal Preview - The Proposal Preview page is displayed

 

MKSales Application - Proposal  Preview page - Signature box circled

 

✓Please Print Name Here - Tap this field and the keyboard will be presented.  

▪The Prospect should type the Name corresponding the the Digital Signal (see below) they will be entering.

 

✓Date Approved - This Date ("Today") is inserted by the system.

 

✓Digital Signature - Tap the Digital Signature box to open the Signature Acquisition page

 

MKSales Application - Proposal Preview page - Signature Acquisition box

 

 

✓Done - Once the Prospect (or Subscriber) has signed (this is a finger tip process) the Signature Acquisition box, Tap Done.

✓Email - The Accepted Proposal will be automatically Emailed to the Prospect.

▪The Subject line will be filled in with the Proposal ID Number, Date  & Time is was sent.

▪The Proposal will be attached as a PDF file.

▪Additional information may be entered manually in the body of the Email.

▪Tap Send

▪The Proposal Preview page will be displayed.

 

✓Submit Proposal - Tap the    Submit Proposal    button at the top of the Proposal Preview page.

 

MKSales Application - Proposal Preview page - Proposal Submitted Successfully

 

▪A confirmation message will be displayed if it was submitted successfully, or an Alert message will be displayed if was not.

▪Tap the OK button.

▪The Proposal Preview page is re-displayed

 

✓Left Arrow - Tap the left arrow on the Proposal Preview page to return to the Proposal Details page.

 

•Payment Accepted - Record any Deposit that was collected:

 

 

✓Payment Accepted - Tap this option to confirm the receipt of the Deposit Amount.

✓Paid Amount - Enter the Amount that was accepted as a Deposit on the Proposal.

✓Mandatory Amount - In some cases, the system may display the required Mandatory Deposit Amount .

 

•Return to the Proposal List page.

✓Once the Proposal has been accepted by the Prospect (or Subscriber), Tap the left arrow on the Proposal Details page to return to the Proposal List page.

 

MKSales Application - Proposal List page - Proposal Type = Pending

 

✓The Proposal will still be listed as Pending (Type = P) until the Sales Manager has accepted it using the New Account Approval Form in MKMS.

 

MKMS - New Account Approval Form - Set Status to Accepted

 

▪The Status of the Proposal must be reset to Accepted on the New Account Approval Form in MKMS.

▪When the Proposal was for a Prospect, the Prospect must be Converted to a Subscriber before Pending (Type = P) is changed to Sold  (Type = S). on the Proposal List page.

 

MKSales Application - Proposal List page - Proposal Type = Sold

 

✓Once successfully accepted (and converted, if necessary), the Proposal will be listed as Sold  (Type = S) on the Proposal List page.