Exploring the sample application
2 Aufgaben
10 Min.
Anfänger
Englisch
Szenario
You have just joined Pega and want to familiarize yourself with Pega Sales Automation™ by exploring the Pega Sales Automation sample application.
The sample application introduces you to Susan Kendall, a manager. Susan's team includes Terry Mason, a top sales representative.
Use the following credentials to log in to the exercise system:
| Role | User name | Password |
|---|---|---|
| Sales representative Terry Mason | tmason | rules |
| Sales manager Susan Kendall | skendall | rules |
Challenge-Schritte
Genaue Übungsschritte
1 Explore the Sales representative portal
- Log in to your exercise system as sales representative Terry Mason. Terry's home page shows Pulse messages, his worklist, and any Next best actions, Coaching plans, and Items I follow.
- On the left, from the Explorer panel, select Dashboard. Scroll down and observe the widgets on the sales representative dashboard.
- On the left, from the Explorer panel, select Leads. The sales leads assigned to Terry Mason are displayed.
- Click the lead for Sara Conner. The lead record for Sara Connor is displayed.
- The lead page displays To dos, Next best actions, and the Pulse thread with recent activities for this lead.
- On the left, from the Explorer panel, select Contacts. Terry Mason's contacts are displayed.
- Click the contact for Abel Amigon. The contact record for Abel Amigon is displayed.
- On the left, in the Contact record, click Associations to see the Associated contacts, Associated accounts, and Associated organizations.
- On the left, from the Explorer panel, select Opportunities. The sales opportunities for Terry are displayed. The Stage view shows the opportunities by current stage in the sales process.
- In the Decision stage, click the opportunity record for Window Sensor System for APW Technologies to review the information stored for an opportunity and view the stages pipeline.
- In the lower left corner, from the Explorer panel, click the operator icon and select Log off to log out of the sales representative portal.
2 Explore the Sales manager portal
- Log in to your exercise system as sales manager Susan Kendall. Susan's home page shows Pulse messages, her worklist, and any appointments.
- On the left, from the Explorer panel, select Dashboard. Scroll and observe the widgets on the sales manager dashboard.
- On the left, from the Explorer panel, select Opportunities. All opportunities in Susan's territory are displayed.
- At the top of the Opportunities screen, click the List view tab to show the detail list of all opportunities. Note that Susan sees opportunities for all members of her team.
- In the lower left corner, from the Explorer panel, click the operator icon and select Log off to log out of the sales manager portal.
In der folgenden Mission verfügbar:
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