As an operator with the Sales Ops persona you can manage data by using various actions in the Tools menu.

Competitors

During the implementation process, you import competitors, but the imported competitors have only basic characteristics. If your industry requires more details on competitors, you can add them manually by clicking Create competitor.

For more information about competitors and importing competitors, see Pega Sales Automation entities.

Relationship types

Add a relationship type to every contact in the application to indicate, for example, that a contact or a company is an employee of another contact or company. The default relationship type is Employee. If you have defined the Employee relationship type for a contact, when importing this contact, the system assigns the Employee relationship type to the contact.

For more information, see Pega Sales Automation entities.

Time periods

Add time periods to help define the sales goals for sales representatives.

For more information, see Setting up time periods for sales goals.

Products

During the implementation process, you import products, but you can also manually add products by clicking Create product.

For more information about products and importing products, see Pega Sales Automation entities.

Lead routing

Manage leads more intelligently by using lead routing.

For more information, see Managing leads.

Picklist values

Align list values to your business needs by editing picklist values.

For more information, see Configuring list values.

Access templates

Assign permission-based access templates to operators.

For more information, see Permission access templates.

Email templates

Add email templates to speed up the daily work of sales representatives. Sales representatives can use the defined email templates when sending emails from the application. In the User portal navigation pane, click Contacts, and then select the Email icon next to the contact to whom you want to send an email. Select a template from the list in the New email dialog box.

For more information, see Creating email templates.

MDF budget

Allocate and manage the Market Development Fund (MDF) budget for channel managers in an organization.

For more information, see Managing the Market Development Fund (MDF) budgets.

Relationship weights

Relationship intelligence helps sales representatives to find the person in their internal organization that can help them to have a warm introduction with a contact, as either an external prospect or a customer. Sales representatives can use the Relationships widget on the Insights screen to view a list of their contacts having a good relationship with the contact with whom the sales representative wishes to establish a professional relationship.

For more information, see Configuring relationship intelligence.

Personalize dashboards

Personalize dashboards for all personas.

For more information, see Configuring the dashboard layout for the User portal.

Data import wizard

Import data into the application.

For more information, see Pega Sales Automation data import.

• Additional sales ops functions