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.

Débutant

Anglais

Après avoir terminé ce module, vous pourrez :

Describe how leads become opportunities

Convert leads to contacts and opportunities

Disponible dans la mission suivante :

Pega Sales Automation Foundation v11

Rubriques

Leads and opportunities

5 mins

Working with leads

10 mins

Quiz du module

5 mins