Adding users to the sales team

A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your sales organization or a partner's sales organization. In this module, you will learn how to manage operators in your application.

Anfänger

Englisch

Nach Abschluss dieses Moduls können Sie Folgendes:

Describe the operator record

Create and update operators

Leverage access templates

In der folgenden Mission verfügbar:

Sales Automation Low-Code Developer v1

Themen

Sales Automation users

5 Min.

Adding and updating users

5 Min.

Modulquiz

5 Min.