Qualifying an opportunity

4 Tasks

10 mins

Pega Sales Automation 8.6

Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.5

Visible to: All users

Beginner Pega Sales Automation 8.6 English

Scenario

Terry has a face-to-face meeting with Laurel Reitler from APW Technologies Corp. regarding carbon monoxide detectors.

During the meeting, Terry learns that today is Laurel's birthday (born in 1983).

Terry wants to capture this information in the application and understand if it has any effect on the next best actions for the opportunity.

Terry feels confident to close the deal and wants to move the opportunity forward in the sales process. Terry wants to understand how much the likelihood to close the deal as won is increased by moving the opportunity to the next stage.

Use the following credentials to log in to the exercise system:

Role	Username	Password
Sales representative Terry Mason	tmason	rules

Your assignment consists of the following tasks:

Task 1: Update the contact record for Laurel Reitler's birthdate.

Task 2: View the Next best actions for the opportunity.

Task 3: Complete the Qualification stage for the opportunity.

Task 4: View the updated AI insights for the opportunity.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Update the contact record for Laurel Reitler's birthdate

1. Log in to your exercise system as sales representative Terry Mason.
2. Select Contacts.
3. Filter for Reitler.
4. From the list, open the contact record for Laurel Reitler.
5. Click Edit.
6. In the Birth date field, enter the day and month of today's date and leave the year at 1983.
7. Click Submit to save Laurel's birthdate.

2 View the Next best actions for the opportunity

1. Select Opportunities.
2. From the Qualification stage, open the opportunity Carbon Monoxide Detectors for APW Technologies.
3. View the Next best actions for the opportunity.

3 Complete the Qualification stage for the opportunity

1. Click the Polaris icon to open and view the AI insights for the opportunity.
2. Click Complete stage to advance to the Analysis stage.

4 View the updated AI insights for the opportunity

1. Verify that the AI insights likelihoods increased.

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