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Exploring the sales portals

This module is for anyone who wants to learn about the default personas and portals.

Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own portal. In this module, you will learn about the personas and portals.

What you'll learn

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

  • Describe the default personas
  • Navigate the sales portals

Course Outline

  1. Exploring the sales portals

    • Before you begin
    • Show me the sales portals
    • Let me explore the sample application
    • 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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