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.

Beginner

Inglese

After completing this module, you should be able to:

Describe how leads become opportunities

Convert leads to contacts and opportunities

Disponibile nelle seguenti missioni:

Pega Sales Automation Foundation v10

Topics

Leads and opportunities

5 mins

Working with leads

5 mins

Module Quiz

5 mins