Creating activities and tasks

Archived

1 Task

10 mins

Pega Sales Automation 8.5

Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.4

Visible to: All users

Beginner Pega Sales Automation 8.5 English

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, 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 a task as a reminder to create the cost estimate.

Challenge Walkthrough

Detailed Tasks

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

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 task. The new task screen is displayed.
7. On the new Task screen, populate the from with the following values:
   1. Subject: Cost estimate for Ian Thomas
   2. Type: Customer Communication
   3. Due date: <today's date, plus one week>
   4. Start date: <today's date>
   5. Status: In Progress
   6. Notify reminder: One Day Prior
   7. Comments: Create and send cost estimate to Ian Thomas.
8. Click Create to add the task to the opportunity.
9. Verify that the task was added to the To do list.

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Available in the following mission:

• Pega Sales Automation Foundation v2