🎥 New Video Alert!
✅ How to Process the New CSS (Customer Support Specialist) Checklist in Preo
📌 Overview
The CSS team is responsible for handling deals that are either:
Net new, or
Include a lease pickup (visible in the Pickups section of Preo).
Note: Deals become available to the CSS team once they reach the "Confirmed Deliveries" milestone or later.
🧭 Navigating the CSS Interface
CSS users have access to three main pages, visible in the left-hand navigation menu:
Home Page: View deals assigned to you, unassigned deals, and completed checklists.
Management Page: View all assigned orders and pending assignments.
Working On Page: Track real-time progress of checklist steps for assigned deals.
📌 Note: Regardless of which page you're on, you can open or assign deals by clicking on the desired deal and using the top row of action buttons (e.g., Open, Assign Ownership, Take Ownership).
📝 Accessing the CSS Checklist
There are three ways to open the checklist:
From the CSS Home Page:
Click on a deal → Select “Open”
From the Proposal View:
Use the “Client Success” tab in the left-hand toolbar
From the Deal Header:
Click the “CSS: [User Name]” button at the top
✅ Using the CSS Checklist
The checklist contains 20 steps, each with its own set of questions.
Steps are listed in a suggested order, but you can complete them non-sequentially.
Each question includes:
A checkbox
A comment box for notes
💬 CSS Summary Box
Located at the top of the checklist
Use it for general notes about the deal
Helps avoid digging through individual question comments
🟩 Completion Indicators
As you complete questions, steps turn green
Once all steps are green, mark the checklist as “Checklist Complete”
The deal will move to your “My Completed Checklists” section on the Home Page