Classifying a Proposal as "Net New Logo" will increase commission payout and therefore requires validation from a resource other than the Sales Rep building the deal. PREO has a request to handle this and settings on the Core to route requests and enable authorized users.
Request a list of users that are authorized to consider an account Net New Logo from the CFO.
Using this list, update the users permitted to complete a Net New Logo Validation Request on the Core configuration
Configure who the Net New Logo Validation requests should be routed to:
Instruct users to request Net New Account Validations. They are unable to validate themselves.
