Customizing the sales process

The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains customization to the sales process. The stages of the opportunity case created in Pega Sales Automation™ contain a set of default optional steps. In this lesson, you learn about the default opportunity case and how it can be customized.

Anfänger

Englisch

Nach Abschluss dieses Moduls können Sie Folgendes:

Describe common sales process customizations

Describe default stages and steps in the opportunity case

Add steps to the opportunity case

Add fields to a form

In der folgenden Mission verfügbar:

Sales Automation Low-Code Developer v1

Themen

Typical sales process customizations

5 Min.

Modulquiz

5 Min.