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Managing leads
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Modul
Managing leads
2 Themen
15 Min.
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...
Managing products
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Modul
Managing products
2 Themen
15 Min.
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Products are what you sell; they can be goods or services. In this lesson, you learn how to create a product hierarchy to store products and how to...
Managing prospect and customer data
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Modul
Managing prospect and customer data
1 Thema
10 Min.
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The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...
Managing roles and users in Deployment Manager
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Modul
Managing roles and users in Deployment Manager
3 Themen
17 Min.
All Products -
In this module, you learn about the following aspects of Deployment Manager:
- Using the privileges that control access to the features available on...
Managing the sales forecast
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Modul
Managing the sales forecast
1 Thema
15 Min.
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Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Match rules
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Modul
Match rules
8 Themen
1 Std.
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During the interrogation process of an application, the developer should ensure that every time the solution and associated applications run, the...
Measuring the impact of AI
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Modul
Measuring the impact of AI
1 Thema
15 Min.
Pega Customer Decision Hub 8.5 -
The boost in the success rate, also known as lift, that artificial intelligence (AI) achieves is an important business metric. To report on this...
Medication Therapy Management
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Modul
Medication Therapy Management
2 Themen
40 Min.
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Medication Therapy Management (MTM) is a free program offered as part of Medicare Part D plans to certain members that meet specific criteria, as...
Metrics and columns
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Modul
Metrics and columns
1 Thema
10 Min.
Pega Process Mining -
You can use Metrics, Main Columns, and Other Columns to add context attributes to your process analysis. For example, you can view processes from...
Migrating development changes with an enterprise change pipeline
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Modul
Migrating development changes with an enterprise change pipeline
2 Themen
35 Min.
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Learn how an enterprise change pipeline facilitates the initial deployment and additional structural and technical ongoing enhancements that the...