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.

After completing this module, you should be able to:

Available in the following mission: