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Module

Adding members to the sales team

2 Topics

15 mins

Visible to all users
Beginner Pega Sales Automation 8.4 English

A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your sales organization or a partner's sales organization. In this module, you will learn how to manage operators in your application.

After completing this module, you should be able to:

Describe the operator record
Create and update operators
Leverage access templates

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