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Managing leads
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Module
Managing leads
2 Topics
15 mins
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...
Managing products
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Module
Managing products
2 Topics
15 mins
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Products are what you sell; they can be goods or services. In this lesson, you learn how to create a product hierarchy to store products and how to...
Managing prospect and customer data
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Module
Managing prospect and customer data
1 Topic
10 mins
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The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...
Managing roles and users in Deployment Manager
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Module
Managing roles and users in Deployment Manager
3 Topics
17 mins
All Products -
In this module, you learn about the following aspects of Deployment Manager:
- Using the privileges that control access to the features available on...
Managing the sales forecast
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Module
Managing the sales forecast
1 Topic
15 mins
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Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Mashups and templates
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Module
Mashups and templates
2 Topics
30 mins
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In this module, learn where to use a mashup and mashups fit into the design of a Pega Platform™ solution. You review the importance of using design...
Match rules
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Module
Match rules
8 Topics
1 hr
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During the interrogation process of an application, the developer should ensure that every time the solution and associated applications run, the...
Measuring system performance
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Module
Measuring system performance
5 Topics
1 hr 25 mins
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Pega Platform™ provides tools to evaluate application performance through performance statistics and events that help you distinguish between...
Measuring the impact of AI
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Module
Measuring the impact of AI
1 Topic
15 mins
Pega Customer Decision Hub 8.5 -
The boost in the success rate, also known as lift, that artificial intelligence (AI) achieves is an important business metric. To report on this...
Medication Therapy Management
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Module
Medication Therapy Management
2 Topics
40 mins
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Medication Therapy Management (MTM) is a free program offered as part of Medicare Part D plans to certain members that meet specific criteria, as...