Optional: Creating personas
Pega Sales Automation includes default personas. As an author persona, you can also create new personas to suit your business needs.
Pega Sales Automation Implementation Guide
- In the navigation pane of App Studio, click .
- In the top-right corner of the screen, click New.
- Enter a name for the new persona.
- Optional: To select an avatar to represent the new persona, select an avatar from the list.
- Optional: To provide a description of the new persona, in the Description field, enter some text.
- Click Submit.
Previous topic Set up your sales team structure Next topic Optional: Inviting people to your application