A Deal Review checklist is required by audit for all deals over 50k.
PREO has a checklist feature that is critical to advancing the PREO Proposal between stages. There is a special checklist that is triggered in two specific scenarios called the "Deal Admin" checklist.
How PREO flags proposal for Deal Admin Review
When a user submits a proposal for review, they are posed with a series of questions related to the deal size and complexity. If any of these questions are answered "Yes", the deal is then flagged and requires Deal Admin review.
When a proposal is submitted and it matches the Core's deal size limit for Deal Admin review, it is flagged and requires Deal Admin review.
How to configure deal size requirement for flagging Deal Admin Review
Within each Core, this setting can be configured:
Cores may opt to flag deals of lesser value to automatically go to Deal Admin Review.
