Setting the selling mode

3 Tareas

10 minutos

Visible para: All users Applies to: Pega Sales Automation '23

Principiante

Inglés

Escenario

Your business is currently selling to both consumers and businesses. The selling mode of the application is set to mixed mode. Going forward you are planning to focus on businesses (B2B) only.

You want to understand what impact the change from business-to-business and business-to-customer (B2B & B2C) to B2B has in the application user interface.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Sales representative	tmason	rules
Sales operations	SFASampleSalesOps	rules

Your assignment consists of the following tasks:

Task 1: Check current landing pages and create menu options.

Task 2: Change the selling mode to B2B.

Task 3: Verify the change to landing pages and create menu options.

Debe iniciar su propia instancia de Pega para completar este Reto.

La inicialización puede demorar hasta 5 minutos. Le pedimos que tenga paciencia.

Iniciar sesión

Recorrido del Reto

Tareas detalladas

1 Check current landing pages and create menu options

Log in to your exercise system as sales representative.
On the left, from the Explorer panel, verify that the Organizations and Households are available.
From the Explorer panel, click Create and verify that the options Individual Opportunity and Business Opportunity are available.
From the Explorer panel, click Create and verify that the options Individual Lead and Business Lead are available.

2 Change the selling mode to B2B

Log in to your exercise environment as sales operations.
From the left navigation panel, click Administration > Configurations > SA - Selling Mode to open the Selling Mode settings.
Select the Business-to-business (B2B) from the Selling mode drop-down and click Save.

3 Verify the change to landing pages and create menu options

Log in to your exercise system as the sales representative.
On the left, from the Explorer panel, verify that the Household tab is no longer available.
From the Explorer panel, click Create to verify that Individual Opportunity is no longer available. All opportunities created are B2B.
From the Explorer panel, click Create to verify that Individual Lead is no longer available. All leads created are B2B.

Disponible en la siguiente misión:

Sales Automation Low-Code Developer v6

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