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Collaborate in Pulse

Updated on December 21, 2020

Pulse adds social activity stream capabilities to your user interface. With Pulse, application users can collaborate in real time, share comments, files, and URLs with other users, and take action directly from an activity stream.

Pulse provides contextual behavior, so that its scope depends upon where you use it in a Pega Sales Automation application. You can broadcast to an entire sales team or share information only with users who have access to a specific lead or opportunity. For more information about the Pulse feature, see Collaborating with users by using Pulse.

Configuring tagging for work objects and Pulse posts

Every Pega Sales Automation user can tag work objects and use these tags as sorting phrases to organize data in a personalized way.

You can add a tag to work objects (organizations, accounts, contacts, leads, households, appointments, and opportunities), or to Pulse posts.

To add a tag, open either a work object or a Pulse post and click ActionsAdd tag. To view all objects that have an associated tag, in the Pega Sales Automation navigation pane, click Tags.

To tag objects other than those mentioned above, configure tags in the following way:
  1. In the header of Dev Studio, search for crmWorkMenu and select the rule for the object that you want to configure.
  2. On the Editor tab, double-click the Tags line to open the tags configuration section.
  3. On the Actions tab, in the Local Action field, enter pzAssociateTags.
  4. Click OK and Save.
What to do next: For more information, see Tagging a new message in Pulse.

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