Welcome to the New Preo Interface! We’re excited to introduce a refreshed user interface! While the look and feel have been modernized to improve usability, the core functionality you rely on remains largely the same—with just a few enhancements to make your workflow even smoother.
🖥️ What’s Changing?
Updated Home Page Layouts
Each user role now has a tailored homepage designed to surface the most relevant tools and information for your day-to-day tasks.Cleaner Navigation
Menus and buttons have been reorganized for clarity and speed—no more hunting for what you need.Improved Proposal Views
Proposals now open to the proposal home page instead of the equipment tab to give you an overview of the proposal itself.
✅ What’s Staying the Same?
Your workflows
The steps you take to create, submit, and manage orders are still familiar.Your tools
All the features you use today are still here—just easier to access.Your data
No changes to any proposal data. The views are the only updates that are changing.
👀 See What’s New for You
We’ve created quick guides to show how the new interface looks for each role. Click below to explore your personalized view:
🔗 Sales Reps: Sales Rep Experience v2.webm
🔗 Sales Leaders: Sales Leadership Experience.webm
🔗 Order Processors: Order Processors Experience.webm
🔗 Regional Admins: Regional Admin Experience .webm
💬 Questions?
Reach out to your Preo Champion via the PreoBot for any additional questions.
📅 What’s Next?
Please join us for a quick 30-minute training! Training sessions will be similar content.
Tuesday, May 27th - AM Session: 🔴 Recorded Session: May 27th - AM
Tuesday, May 27th - PM Session: 🔴 Recorded Session: May 27th - PM
Thursday, May 29th - AM Session: 🔴 Recorded Session: May 29th - AM
Thursday, May 29th - PM Session: 🔴 Recorded Session: May 29th - PM