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Module

Managing leads

3 Topics

20 mins

Visible to: All users Applies to: Pega Sales Automation 8.7, Pega Sales Automation 8.8
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to create a structured lead management process with sales cadences, how to automatically assign leads with lead routing, and how to improve data quality with lead de-duplication.

Beginner
English

After completing this module, you should be able to:

Improve lead management productivity with sales cadences
Automate lead assignment with lead routing
Improve data quality with lead de-duplication

Practice what you learned in the following Challenges:

Creating a sales cadence v1 Routing leads v1

Available in the following mission:

Sales Automation Low-Code Developer v6

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