Abstract
This document serves as a comprehensive guide for sales personnel on how to associate a CRM Opportunity ID with a proposal in PREO. By following the outlined steps, sales teams can enhance visibility for the supply chain team, enabling better order management and quicker delivery to clients. The guide includes visual aids to facilitate understanding and ensure a smooth integration of this process into daily operations.
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Step-by-Step Process
Step 1: Open Your Proposal in PREO
Log in to your PREO account.
Navigate to the proposal you wish to edit.
Step 2: Navigate to the Requirements Section
On the left index of the proposal page, locate and click on the Requirements section.
Step 3: Locate the Salesforce Opportunity ID Field
At the top of the Requirements field page, you will see the Salesforce Opportunity ID field.
Step 4: Open Your Source System in a New Browser Tab
Open a second browser tab and log in to your CRM account.
Navigate to the opportunity you want to associate with your proposal.
Step 5: Copy the 18-digit Salesforce Opportunity ID or 36-digit Aurasell/D365 opportunity ID.
In the Salesforce opportunity screen, scroll to the bottom of the page.
Highlight the 18-digit Opportunity ID from the page and copy it.
Step 6: Paste the 8-digit Salesforce Opportunity ID or 36-digit Aurasell/D365 opportunity ID in Preo.
Return to the PREO tab.
Paste the copied 18-digit Salesforce Opportunity ID or 36-digit Aurasell/D365 opportunity ID.
Step 7: Save Your Changes
Ensure all information is correct.
Save your proposal to finalize the association.
Conclusion
By following these steps, sales personnel can efficiently associate Opportunity IDs with proposals in PREO using Salesforce, Aurasell, or D365.
This enhancement improves flexibility, streamlines communication with the supply chain team, and supports faster, more efficient order processing—helping ensure timely delivery to clients.