Abstract
This document serves as a comprehensive guide for sales personnel on how to associate a Salesforce 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 Salesforce in a New Browser Tab
Open a second browser tab and log in to your Salesforce account.
Navigate to the opportunity you want to associate with your proposal.
Step 5: Copy the 18-digit Salesforce 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 18-digit Salesforce Opportunity ID into PREO
Return to the PREO tab.
Paste the copied 18-digit Salesforce Opportunity ID into the Requirements: Salesforce Opportunity ID field.
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 Salesforce Opportunity IDs with proposals in PREO. This practice not only streamlines communication with the supply chain team but also enhances the overall order prioritization and operational efficiency, ensuring timely delivery to clients. We encourage all sales team members to adopt this process as soon as possible for optimal results.