Purpose
This training series walks new team members through the core workflows used to build and manage a deal in PREO. Each module is a short video focused on one topic, with links and quick reference notes.
How to Use This Training
Start with Module 1 and follow the modules in order.
Watch each video end-to-end once.
Rewatch while following along in PREO (recommended).
Training Topic (Module) | Video Link (Stream) | Duration In Minutes | Summary |
Module 1: PREO Home Page + Navigation Overview | 15 Minutes | Complete walkthrough of the PREO home page, dashboard, navigation tools, Requests/Notifications, Forecast Summary, Document Library, Search/Profile tools, and PREO Bot resources. | |
Module 2: Creating a Proposal | 10 Minutes | How to create a proposal from scratch: selecting Branch and Order Type (Contract, SRO, Legacy), choosing Contract Type (NN vs CC), determining Lease vs Cash, searching customers and equipment, using the Parent Company button, and creating a new customer including locating the CRM number. | |
Module 3: Main Proposal Page & Core Toolbars | 10 Minutes | Deep dive into the main proposal page: naming conventions, Save/Save As, versioning, document generation, Quick OSS, tools for import/export, manual pricing, order type changes, milestones, and full navigation overview. | |
Module 4: Requirements Page & Equipment Setup | 16 Minutes | Full walkthrough of the Requirements page: building devices, accessories, editing equipment, breakout, new placement, location selection/creation, checklists, and equipment page views. | |
Module 5: Contract Setup & Remote Services | 13 Minutes | Deep dive into the contract set up including contract type, remote service technology, coverage options, Remote Solve Opt-Out, Service Escalation Rate, SSA Contract Comments section and remote technology Fee Waive | |
Module 6: Flat Rate SRO Overview | 10 Minutes | Overview of the Flat Rate SRO service offering. It provides step by step instructions for setting pricebands, adding exsiting devices and general Flat Rate SRO knowledge. | |
Module 7: Legacy XBS Service Overview | 7 Minutes | Overview of the Legacy XBS Service offering for changing CPC and Base Pricing | |
Module 8: Adding Existing Devices to Contract | 4 Minutes | Review of Adding existing devices to contract | |
Module 9: Pickup Tab Overview | 11 Minutes | Review of the Pickup Tab looking at both the lease pickup and customer owned pickup as well as reviewing lease payoff request. | |
Module 10: Payment Details & Lease Options | 6 Minutes | Deep review of the payment details screen including how to choose different lease companies, changing from FMV to $1 Out, changing the lease term, how to handle tax exempt customers and custom lease rates. | |
Module 11: Approvals & Requests Tab | 5 Minutes | In depth review of the approvals tab and the request tab. | |
Module 12: Completing the Requirements Tab Correctly | 8 Minutes | Explains how to complete the Requirements tab in PREO, emphasizing entering the Salesforce Opportunity ID early, selecting correct order and purchase details, accurately setting customer type, industry, and spend, and carefully verifying sold‑to/bill‑to addresses and legal name information to ensure proper reporting, pricing, credit approval, and invoicing. | |
Module 13: Lease Credit Approval Submission | 4 Minutes | This walks through how to submit a lease credit approval in the system, including verifying requirements data, selecting or bypassing D&B customer information appropriately, completing funding and contact details accurately, and submitting the request to receive a credit decision and expiration date. | |
Module 14: Contacts Tab Setup | 4 Minutes | This video walks through how to properly complete the Contacts tab in PREO, explaining how to select primary and signing contacts, understand signer eligibility rules, and why accurately setting up all contacts upfront prevents downstream issues with contracts, delivery, and collections. | |
Module 15: Permissions Tab & Commission Flow | 2 Minutes | This training video explains how to use the Permissions tab to view commission flow, see sales overlays, and add, edit, or remove user access on a proposal. | |
Module 16: Win Helper Tool | 4 Minutes | This training explains how to use the Win Helper tool to proactively identify and fix missing or incorrect proposal details—such as approvals and equipment information—so proposals are fully complete and ready for timely submission and customer signing. | |
Module 17: Document Generation | 8 Minutes | This training explained the steps and options for generating customer documents in PREO, emphasizing the importance of proposal completeness, using Win Helper, selecting appropriate agreements, and leveraging the OSS team for document accuracy and support. | |
Module 18: Submitting a Proposal for Review | 4 Minutes | This training module explains the process for submitting a proposal for review, including verifying documentation, addressing win helper items, answering deal-specific questions, and providing pricing information. |