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How To Designate A Proposal As "Net New Logo"

Zaid Akel avatar
Written by Zaid Akel
Updated over 12 months ago

If you are selling to a "Net New Logo", you will want to indicate this on the proposal to ensure that it qualifies for your commission. You can do that following these instructions:

  1. Locate the Deal Requirements > Requirements page on the left hand navigation of the proposal view.

  2. Find the Current Customer / Net New field on the page and select "Net New"

  3. Use the Request page and create a new request for "Net New Account Validation"

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