Important: Make Sure the MPS Overlay Is Routed to the Correct Person
To ensure your MPS request is worked quickly and by the right overlay, it’s important to confirm that the correct MPS overlay is listed on the proposal before submitting a request.
For most sales reps this will be automatically routed to your MPS person once the request is submitted but it's important to notate that for any reps that oversee multiple territories and therefore have multiple support teams (inside sales) that you must choose the correct overlay on the Permissions Tab at the bottom of the right hand toolbar in Preo.
When Should You Engage an MPS Overlay?
You should engage an MPS overlay when:
You need guidance on MPS structure, strategy, or pricing
You want help validating MPS components on a proposal
You are unsure whether MPS items are set up correctly
You need help determining whether additional overlays are required
You are missing access needed to proceed
MPS overlays are a support resource, not a requirement, for adding MPS. Use them when you need help—not automatically.
How to Request MPS Overlay Assistance
Go to the request tab in Preo
Choose the request dropdown
Choose MPS Request
You will get a pop up box where you can verify that you have the correct MPS rep selected and then type in the assistnace that you're needing.
