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Module

Creating sales opportunities

2 Topics

15 mins

Visible to: All users
Beginner Pega Sales Automation '24.1 English

The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales Automation™ enables organizations to manage leads from initial capture through conversion to an opportunity.

After completing this module, you should be able to:

Describe how leads become opportunities
Convert leads to contacts and opportunities

Available in the following mission:

Pega Sales Automation Foundation v9

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