Routing leads

2 Tâches

10 mins

Pega Sales Automation '25

Pega Sales Automation '24.2 Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8

Visible par : All users Applies to: Pega Sales Automation '25

Débutant

Anglais

Scénario

Your company wants to optimize lead management by distributing incoming business-to-business (B2B) leads among sales representatives based on the following rules. The rules are listed in the order of priority.

1. If the industry is insurance or healthcare route to Terry Mason.
2. Route all other leads to the sales representative based on availability, skillset and work load in the AccountManager work group.

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Sales administrator	SFASampleSysadmin	rules
Sales ops	SFASampleSalesOps	rules
Sales representative	Tmason	rules

Your assignment consists of the following tasks:

Task 1: Create a routing rule.

Task 2: Create the Business Lead.

Task 3: Confirm your work.

 

Vous devez initier votre votre propre instance Pega pour compléter ce Défi.

L'initialisation peut prendre jusqu'à 5 minutes, donc soyez patient.

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Présentation du défi

Détail des tâches

1 Create a routing rule

1. Log in to Pega Sales Automation as the sales administrator user:
   1. In the User name field, enter SFASampleSysadmin.
   2. In the Password field, enter rules.
2. In the left navigation menu, click CRM tools > Manage lead routing.
3. In the Select a selling mode to configure list, choose Business-to-business (B2B).
4. Click Add condition to add a new routing rule.
5. In the Route to list, select Operator.
6. In the Value field, enter or select tmason.
7. Configure the condition for the lead routing:
   1. In the first list, enter  Industry or select Fields > Industry.
   2. In the second list, select is equal to.
8. To the right of the third field, click the Gear icon to open the Select values window:
   1. In the Type list, select Choices.
   2. In the second list, select Insurance, and then click Submit.
9. On the right, click the Add icon to add another condition:
   1. In the first list, enter Industry or select Fields > Industry.
   2. In the second list, select is equal to.
10. To the right of the third field, click the Gear icon to open the Select values window:
    1. In the Type list, select Choices.
    2. In the second list, select Healthcare, and then click Submit.
11. On the line between the two conditions, change and to or.
12. In the otherwise condition, in the Route to list, select Route based on availability, skillset and work load, and then click Edit parameters:
    1. In the Workgroup list, select Specify value.
    2. In the second field, enter or select AccountManager, and then click Ok.
13. In the upper-right corner, click Save.

2 Create the Business Lead

1. Log in to Pega Sales Automation as the sales operations user:
   1. In the User name field, enter SFASampleSalesOps.
   2. In the Password field, enter rules.
2. In the navigation pane of Sales Automation, select Create > Business Lead.
3. In the Create Business Lead dialog box, configure the lead:
   1. In the Last name field, enter Smith.
   2. In the Routing section, select Automatic (use routing logic).
   3. In the Company field, enter ABC Anything Inc.
   4. In the Territory list, select North East.
   5. In the Industry list, select Healthcare.
   6. Click Submit to close the dialog box.
4. Log out as Sales Operator.

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