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OOG Notification Process

How to Identify the EA Connector

Written by Renee McNeese

Because the new Central Region is now a combination of the legacy Central and legacy Southwest regions, two OOG teams will support requests coming from the new Central region. This article explains how to identify which team owns the deal.

When You’ll Be Notified

  • When Sales submits an OOG deal, PREO will send an email notification to the OOG team.

  • The email will include a direct link to the proposal.

Important: The PREO email is your trigger that the deal requires OOG review and an OOG workbook.


Step-by-Step: How to Identify the Correct OG Team

1. Open the Proposal

  • Click the proposal link in the PREO email.

  • The proposal will open directly to the Equipment page.


2. Open the Tools Menu

  • In the top-right corner of the screen, locate the black toolbar.

  • Click Tools.

  • A slide-out panel will appear.


3. Review the EA Indicator

  • In the Tools panel, locate the EA Indicator.

  • This field tells you which OG team owns the proposal.

EA Indicator Mapping

EA Connector Value

OG Team Responsible

DAH

Dahill (DAH) Team

COM

Central (COM) Team

Key Callout:
Once you identify the core then the correct team can build and upload the OOG workbooks as standard.


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