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Challenge

Creating activities and tasks

3 Tasks

10 mins

Visible to all users
Beginner Pega Sales Automation 8.4 English
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Scenario

Sales representative Terry Mason has been working on an opportunity for Ian Thomas. Ian just called Terry and requested additional information that includes cost estimates. As Terry, capture the interaction with Ian and create a reminder for the cost estimate.

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

Role Username Password
Sales representative Terry Mason tmason rules

Your assignment consists of the following tasks:

Task 1: Add an activity to the opportunity for the interaction with Ian.

Task 2: Add a task as a reminder to create the cost estimate.

Task 3: 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 Add an activity to the opportunity for the interaction with Ian

  1. Log in to your exercise system as sales representative Terry Mason.
  2. On the left, from the Explorer panel, click Opportunities. The opportunities for Terry Mason is displayed.
  3. On the Opportunities screen, in the filter opportunity field, enter Ian.
  4. Select Individual to get the list of results.
  5. Click on Interlogix Image Sensors for Ian Thomas. The opportunity is displayed.
  6. Select Actions > Add activity.
  7. On the New activity page, populate the form with the following values:
  • Subject: Request for cost estimates
  • What was the outcome?: Customer would like further information on competitive prices.
  • Communication type: Phone
  • Date: <today's date>
  1. Click Create to add the activity to the opportunity.

2 Add a task as a reminder to create the cost estimate

  1. From the Tasks block, on the upper right, click the Plus icon to add a task. The new task screen is displayed.
  2. On the new Task screen, populate the from with the following values:
  • Subject: Cost estimate for Ian Thomas
  • Type: Customer Communication
  • Due date: <today's date, plus one week>
  • Start date: <today's date>
  • Status: In Progress
  • Notify reminder: One Day Prior
  • Comments: Create and send cost estimate to Ian Thomas.
  1. Click Create to add the task to the opportunity.
  2. Verify that the task was added to the To do list.

3 Verify your work

  1. Open the opportunity for Ian Thomas.
  2. In the Activities section, click Refresh (the circular arrow). Confirm that the new activity is displayed in the list of activities.
  3. In the Tasks section, click Refresh (the circular arrow). Confirm that the new task is displayed in the list of tasks.


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