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Customizing the sales process

1 Topic

10 mins

Visible to all users
Beginner Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 English

The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains customization to the sales process. The stages of the opportunity case created in Pega Sales Automation™ contain a set of default optional steps. In this lesson, you learn about the default opportunity case and how it can be customized.

After completing this module, you should be able to:

Describe common sales process customizations
Describe default stages and steps in the opportunity case
Add steps to the opportunity case
Add fields to a form

Available in the following mission:

Sales Automation Low-Code Developer

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