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Module

Nurturing leads and opportunities

5 Topics

30 mins

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

Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the relationship intelligence, meeting preparation, and Voice AI features help sales representatives be successful when interacting 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
Capture interactions with prospects and customers
Describe Voice AI for Pega Sales Automation

Available in the following mission:

Pega Sales Automation Foundation v9

Topics

Sales activities and tasks

5 mins

Relationship intelligence

5 mins

Prepare for meeting feature

5 mins

Capturing interactions with prospects and customers

5 mins

Voice AI for Pega Sales Automation

5 mins

Module Quiz

5 mins

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