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Managing leads

  • Module

    Managing leads

    2 Topics

    15 mins

    Visible to: All users
  • Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...

Managing products

  • Module

    Managing products

    2 Topics

    15 mins

    Visible to: All users
  • 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

  • Module

    Managing prospect and customer data

    1 Topic

    10 mins

    Visible to: All users
  • 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

  • Module

    Managing roles and users in Deployment Manager

    3 Topics

    17 mins

    All Products Visible to: All users
  • 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

Match rules

Measuring the impact of AI

  • Module

    Measuring the impact of AI

    1 Topic

    15 mins

    Pega Customer Decision Hub 8.5 Visible to: All users
  • 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

  • Module

    Medication Therapy Management

    2 Topics

    40 mins

    Visible to: All users
  • 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

  • Module

    Metrics and columns

    1 Topic

    10 mins

    Pega Process Mining Visible to: All users
  • 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

  • Module

    Migrating development changes with an enterprise change pipeline

    2 Topics

    35 mins

    Visible to: All users
  • Learn how an enterprise change pipeline facilitates the initial deployment and additional structural and technical ongoing enhancements that the...

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