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Challenge

Converting a lead to an opportunity

2 Tasks

10 mins

Visible to all users
Beginner Pega Sales Automation 8.6 English

Scenario

Terry Mason receives a call from Bob Smith at Nexus Energy. Bob is interested in a smoke detection system. Terry schedules a face-to-face meeting with Bob. As a result, Terry wants to convert the lead to an opportunity.

Use the following credentials to log in to the exercise system:

Role

User name

Password

Sales representative Terry Mason

tmason

rules

Your assignment consists of the following tasks:

Task 1: Convert the lead to an opportunity.

Task 2: Verify your work.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Convert the lead to an opportunity

  1. Log in to your exercise system as the sales representative Terry Mason.
  2. On the left, from the Explorer panel, select Leads to open the leads page.
  3. On the leads page, in the Filter field, enter Bob.
  4. Right of the Filter field, click Filter to filter leads. The lead for Bob is displayed.
  5. Click Bob Smith to open the lead.
  6. On the lead page for Bob Smith, from the Actions menu, select Convert lead.
  7. Leave the default values and fill out the rest of the form with the following values:
    1. Opportunity name: Smoke detection systems for Bob Smith
    2. Amount: 30000
    3. Close date: <enter a future date>
  8. Click Submit to convert the lead.

2 Verify your work

  1. On the left, from the Explorer panel, select Opportunities to open the opportunities page.
  2. On the opportunities page, to the right of the Filter field, select Individual.
  3. In the Filter field, enter Bob, then click Filter to filter leads. The lead for Bob is displayed.
  4. Verify that the Smoke detection systems for Bob Smith opportunity was created.


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