Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...

You are asked to make a change to the sales process listed as part of the gap analysis results. The proposal stage requires an executive visit after...

While reviewing the Contact screen with stakeholders, it is agreed that the screen needs slight modifications. Currently, the screen looks like the...

As new sales representatives join Sarah Kendall's team, they should have default operator access. Sue Smith is joining Sara's team, working in the...

Your organization has decided to expand their home security offerings by adding alarm systems.

To start, they want to offer the below home alarm...

While Terry Mason, a sales representative, is reviewing the forecast, he sees the opportunity Smoke Detection Systems for Forest Gas in Q1 of 2023...

Susan Kendall is the sales manager for North America. Susan has a new member on her team named Jeff Green. Susan notices that Jeff is underperforming...

Terry Mason receives a call from Bob Smith at Nexus Energy. Bob is interested in a smoke detection system. Terry schedules a face-to-face meeting with...

Terry Mason is working on an opportunity for Sara Connor. Terry just learned that Sara married Luke Patel and took her spouse's last name. Sara and...