Creating sales opportunities

The sales process begins with a lead. When a lead qualifies 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 and how Pega Sales Automation uses case types to manage this process.

Beginner

Inglês

Depois de concluir este módulo, você deverá ser capaz de:

Describe how leads become opportunities

Convert leads to contacts and opportunities

Disponível na seguinte missão:

Pega Sales Automation Foundation v11

Tópicos

Leads and opportunities

5 min

Working with leads

10 min

Quiz do módulo

5 min