Page 4 - 2016 Essilor Experts Updates VOL2

5. Latest RxA Upload Date Field
a. Once Lab Sales uploads RxA to an opportunity, the user must also update the Last RxA Upload Date field, which will
trigger a stage change (to Portfolio Recommendation) and a notification to the Inside Specialists to proceed with
Business Checkup activities.

6. Additional Key Dates provided – all will be automatically populated once corresponding events are complete
a. Business Checkup Complete.
b. Product Training Complete.
c. OPT Complete.
d. Last Workshop Attended.

7. EE Workshop Registration & Attendee Report
a. View EE Workshop Registration and Attendees by viewing this report at any time.

This document is for Essilor employees only. Please do not distribute outside of the organization.