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 and how Pega Sales Automation uses case types to manage this process.

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 how leads become opportunities

Convert leads to contacts and opportunities

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。

Pega Sales Automation Foundation v11

トピック

Leads and opportunities

5 分

Working with leads

10 分

モジュールクイズ

5 分