Converting a lead into an opportunity
In Pega Sales Automation for Healthcare, you can convert a qualified individual lead to a Medicare or an individual opportunity and a qualified business lead into a small group or a large group opportunity.
Pega Sales Automation
Implementation Guide
- Log in to the User portal as one of the following roles:
- Sales Representative
- Sales Manager
- Partner Sales Representative
- Partner Seller Manager
- In the navigation pane of Pega Sales Automation for Healthcare, click Leads.
- Optional: On the Leads landing page, filter leads by type for
easier navigation.
Filtering leads 
- Click a lead that is in the Qualified stage.
- Click .
Lead conversion 
- In the Convert lead dialog box, in the Market
segment list, select an opportunity type.
- For individual leads, select Individual or Medicare.
- For business leads, select Small group or Large group.
- For business leads, select whether the converted lead belongs to a new or
existing organization:
Choices Actions New organization - Click To new organization.
- In the Organization name field, enter a name for the new organization.
Existing organization - Select To existing organization.
- In the Organization name field, enter the organization name.
- In the Account field, enter the
account name.
- Select whether the converted lead belongs to a new or existing contact and
provide contact information:
Choices Actions New contact - Select To new contact.
- In the displayed fields,enter contact information.
Existing contact - Select To existing contact.
- In the Contact list, select an existing contact.
- Select how you want to convert the lead into an opportunity:
Choices Actions Create a new opportunity - Select To new opportunity.
- In the displayed fields, enter required information.
Add to an existing opportunity - Select To existing opportunity.
- In the Opportunity list, select an existing opportunity.
Do not convert to an opportunity - Select Do not convert opportunity.
- Click Submit.
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