Explore the capabilities by using the sample application
Pega Sales Automation includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives.
It also includes the following data types and tools:
- Sample data for organizations, accounts, contacts, leads, opportunities, sales teams (operators and their sales goals), engagement maps, and tasks.
- Utilities to reset the sample data.
- A Pega Web Mashup gadget for leads.
- Sample vendor information to demonstrate the creation of contacts from business cards.