Creating sales opportunities

The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales Automation™ enables organizations to manage leads from initial capture through conversion to an opportunity and how Pega Sales Automation uses case types to manage this process.

Principiante

Inglés

Después de completar este módulo, podrá hacer lo siguiente:

Describe how leads become opportunities

Convert leads to contacts and opportunities

Disponible en la siguiente misión:

Pega Sales Automation Foundation v11

Temas

Leads and opportunities

5 minutos

Working with leads

10 minutos

Cuestionario del módulo

5 minutos