A Sales Rep may "Request Assistance" through PREO for any of the 4 supported overlays. This feature is a simple notification from Rep to Overlay to replace an Email/Teams message.
The rep starts by submitting a Request for assistance:
You will now see an Open Request on your PREO Home Page. Navigate to the request by double clicking on the row.
Open the Request
Complete the Request by clicking "Acknowledge"
As an overlay, your job has just begun. You are now aware that the rep needs your assistance to complete this Proposal. Work with the rep as needed to complete the deal.