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Creating sales opportunities

This module is for anyone who wants to learn how to manage leads.

The sales process begins with a lead. When a lead has been qualified 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.

What you'll learn

By the end of this course, you will be able to successfully:

  • Describe how leads are captured and nurtured
  • Describe how leads are converted to contacts and opportunities

Course Outline

  1. Creating sales opportunities

    • Before you begin
    • Tell me about leads and opportunities
    • Show me how to create and convert leads
    • Let me convert a lead to an opportunity
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    35 minutes

  • Platform Version

    8.1

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