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Tools menu

Updated on May 10, 2021

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

Pega Sales Automation Implementation Guide
Note: Some of the listed features need to be enabled before you can fully configure them. For more information, see Enabling application features.
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 and Setting up competitors.

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.

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

For more information, see Pega Sales Automation entities and Setting up products.

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 Personalize dashboards.

Data import wizard
Import data into the application.

For more information, see Pega Sales Automation data import.

Private data categories
For clients that use the private data feature, Pega Sales Automation includes a set of Pega-provided private data categories that you can use to classify types of private data within contact records. You can add more categories and edit categories.

For more information, see Configuring the private data feature.

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