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Managing leads
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Module
Managing leads
2 Topics
15 mins
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...
Managing products
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Module
Managing products
2 Topics
15 mins
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Products are what you sell; they can be goods or services. In this lesson, you learn how to create a product hierarchy to store products and how to...
Managing prospect and customer data
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Module
Managing prospect and customer data
1 Topic
10 mins
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The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...
Managing roles and users in Deployment Manager
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Module
Managing roles and users in Deployment Manager
3 Topics
17 mins
All Products -
In this module, you learn about the following aspects of Deployment Manager:
- Using the privileges that control access to the features available on...
Managing the sales forecast
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Module
Managing the sales forecast
1 Topic
15 mins
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Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Match rules
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Module
Match rules
8 Topics
1 hr
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During the interrogation process of an application, the developer should ensure that every time the solution and associated applications run, the...
Measuring the impact of AI
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Module
Measuring the impact of AI
1 Topic
15 mins
Pega Customer Decision Hub 8.5 -
The boost in the success rate, also known as lift, that artificial intelligence (AI) achieves is an important business metric. To report on this...
Medication Therapy Management
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Module
Medication Therapy Management
2 Topics
40 mins
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Medication Therapy Management (MTM) is a free program offered as part of Medicare Part D plans to certain members that meet specific criteria, as...
Metrics and columns
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Module
Metrics and columns
1 Topic
10 mins
Pega Process Mining -
You can use Metrics, Main Columns, and Other Columns to add context attributes to your process analysis. For example, you can view processes from...
Migrating development changes with an enterprise change pipeline
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Module
Migrating development changes with an enterprise change pipeline
2 Topics
35 mins
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Learn how an enterprise change pipeline facilitates the initial deployment and additional structural and technical ongoing enhancements that the...