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.

初級

英語

このモジュールを完了したら、以下の目的を達成できるようになります。

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

このモジュールは、下記のミッションにも含まれています。

Sales Automation Low-Code Developer v9

トピック

Typical sales process customizations

5 分

モジュールクイズ

5 分