Customizing the sales process

The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains customization to the sales process. The stages of the opportunity case created in Pega Sales Automation™ contain a set of default optional steps. In this lesson, you learn about the default opportunity case and how it can be customized.

Beginner

Inglese

After completing this module, you should be able to:

Describe common sales process customizations

Describe default stages and steps in the opportunity case

Add steps to the opportunity case

Add fields to a form

Disponibile nelle seguenti missioni:

Sales Automation Low-Code Developer v9

Topics

Typical sales process customizations

5 mins

Module Quiz

5 mins