Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Additional sales ops functions

Updated on May 10, 2021

The Sales Operations persona is responsible for supporting the sales team by managing territories and users, as well as administrating data. The most common location for both Global and Local Sales Ops to perform their setup actions is the Tools menu. Sales Ops also have access to the entire application, so that they can ensure it is correctly set up for daily use.

Pega Sales Automation Implementation Guide

In the Tools menu, Sales Ops can perform the following actions:

  • Manage data, for example by adding competitors, products, and relationship types.
  • Personalize dashboards by adding, removing, or reordering widgets.
  • Bulk upload data into the application by using the Data import wizard.
  • Reset sample data in the sample application.

To access the Tools menu, in the header of App Studio, click Launch web interfaceUser portal, and then in the left navigation pane, click Tools.

To learn about the Global and Local Sales Ops personas, see Understand Pega Sales Automation personas and their actions.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us