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Managing leads

  • Module

    Managing leads

    2 Topics

    15 mins

    Visible to: All users
  • Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...

Managing products

  • Module

    Managing products

    2 Topics

    15 mins

    Visible to: All users
  • 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

  • Module

    Managing prospect and customer data

    1 Topic

    10 mins

    Visible to: All users
  • 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

  • Module

    Managing roles and users in Deployment Manager

    3 Topics

    17 mins

    All Products Visible to: All users
  • 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

Mashups and templates

  • Module

    Mashups and templates

    2 Topics

    30 mins

    Visible to: All users
  • 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

Measuring system performance

Measuring the impact of AI

  • Module

    Measuring the impact of AI

    1 Topic

    15 mins

    Pega Customer Decision Hub 8.5 Visible to: All users
  • 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

  • Module

    Medication Therapy Management

    2 Topics

    40 mins

    Visible to: All users
  • Medication Therapy Management (MTM) is a free program offered as part of Medicare Part D plans to certain members that meet specific criteria, as...

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