Lead and opportunity case types
Lead and opportunity case types have a number of functions specific to Pega Sales Automation for Healthcare.
Pega Sales Automation
Implementation Guide
For basic information about the Pega Sales Automation lead and opportunity case types, go to the Lead and opportunity case types section.
Opportunity stages
The opportunity case type comes with the following pre-configured set of stages:
- Qualification
- Analysis
- Proposal
- Decision
- Closed
Lead conversion
When converting a lead into a B2B opportunity in Pega Sales Automation for Healthcare, you can choose between small group (SG) and large group (LG) market segment.
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