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Management of related parties in Pega Client Lifecycle Management and KYC

  • Module

    Management of related parties in Pega Client Lifecycle Management and KYC

    3 Topics

    35 mins

    Pega Know Your Customer for Financial Services 8.7 Visible to: All users
  • With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...

Managing automation deployments within an organization

  • Module

    Managing automation deployments within an organization

    5 Topics

    1 hr 5 mins

    Pega Robot Manager 8.5.3 Visible to: All users
  • Learn the roles of users with access to Robot Manager, the process of creating users and departments, the process of maintaining users and departments...

Managing customer interactions

  • Module

    Managing customer interactions

    4 Topics

    30 mins

    Visible to: All users
  • Voice AI provides tools to allow managers to monitor and evaluate interactions between a customer and a CSR. Managers can use real-time alerts and...

Managing desktop runtime configurations remotely

  • Module

    Managing desktop runtime configurations remotely

    3 Topics

    20 mins

    Visible to: All users
  • With the ability to modify the runtime configuration files remotely from the Robot Manager portal, an administrator can adjust user and robot machines...

Managing government programs

  • Module

    Managing government programs

    5 Topics

    40 mins

    Pega Government Platform '23 Visible to: All users
  • Agencies and departments manage many complex Government programs that require timely policy changes to benefit the constituents. Programs include...

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

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