Overview
A change has been implemented in PREO that impacts how checklists are completed at specific milestones. The Win Helper now runs automatically when Business Operations attempts to process or complete the checklist at certain stages.
This ensures proposal issues are identified earlier and resolved before advancing to the next milestone.
What Changed
The following milestones now automatically trigger Win Helper when a checklist is processed or completed:
Quote Validation
Get Signature
Signature Review
When completing the checklist at any of these milestones:
If Win Helper flags an item, the checklist cannot be completed
The flagged item must be corrected first before moving forward
What This Means for Business Operations
Win Helper is now a required validation step, not informational only
You cannot process to the next milestone if a Win Helper item is present
Win Helper flags indicate something in the proposal requires correction
What To Do When Win Helper Flags an Item
Attempt to complete the checklist
If Win Helper appears, review the flagged item(s)
Determine if the issue requires a proposal change
Most Win Helper flags indicate missing, incorrect, or inconsistent proposal data
Use the standard Kickback process if sales needs to revise
Kick the proposal back to Sales using the existing kickback process
Clearly reference the Win Helper flag and what needs to be corrected
Wait for Sales to make the correction
Once Sales updates the proposal, re‑attempt checklist completion
Complete the checklist and proceed
When Win Helper no longer flags items, you may complete the checklist and move forward to the next milestone
Important Reminders
Do not bypass Win Helper — flagged items must be resolved
Kickback remains the required method for engaging Sales on corrections
Win Helper enforcement applies only when processing or completing the checklist, not while reviewing the milestone
Why This Change Was Made
Improves proposal accuracy earlier in the process
Reduces downstream rework and delays
Ensures required data and validations are complete before advancing milestones
Summary
If you are completing a checklist at Quote Validation, Get Signature, or Signature Review and Win Helper flags an issue:
The issue must be resolved
Sales must be engaged via the kickback process
The checklist cannot be completed until the Win Helper item is cleared