Adding users to the sales team

A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your sales organization or a partner's sales organization. In this module, you will learn how to manage operators in your application.

Beginner

Inglese

After completing this module, you should be able to:

Describe the operator record

Create and update operators

Leverage access templates

Disponibile nelle seguenti missioni:

Sales Automation Low-Code Developer v6

Topics

Sales Automation users

5 mins

Adding and updating users

5 mins

Module Quiz

5 mins