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Module

Nurturing leads and opportunities

Archived

4 Topics

25 mins

Visible to: All users
Beginner Pega Sales Automation 8.7 Pega Sales Automation 8.6 English
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Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the relationship intelligence and meeting preparation features help sales representatives be successful when meeting with a prospect or customer.

After completing this module, you should be able to:

Create sales activities and tasks
Leverage relationship intelligence
Use the prepare for a meeting feature

Available in the following mission:

Pega Sales Automation Foundation v5

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