Task and Activity Management

Automate the assignment and tracking of work

Automated task and activity notification can be triggered to ensure work gets assigned to the right people while allowing sellers and managers to stay focused on selling. The system tracks and monitors activities, emails, and assignments given to other staff, and can also create To-Do’s and Task lists for sellers and partners.


Manage and Report on Tasks

Relate tasks to opportunities, leads, accounts, and contacts, and let the system track and monitor the status. Tasks are a powerful tool to help you track your work and close deals and can be created for partners, too.

Create, update, and monitor your own tasks, tasks delegated to others, and tasks on an opportunity, a lead, an account, or a contact. Use the Home page, the task list, or track tasks in reports.


Related Resources

White Paper

With products, pricing, regulations, channels, and competition changing at a breakneck pace, it’s time to reevaluate how your sales automation system is supporting—or slowing down—your business.

Demo Video

Sales is a process and Pega has a history of helping leading global companies optimize their processes. 

Demo Video

Predictive analytics, next-best-action guided selling and multi-channel delivery, ensure time to cash is faster

Related Feature

Sales Dashboards and Reporting

Interactive dashboards enable reps and managers to make smarter decisions and spot trends in real time.

Related Feature

Sales Knowledge Base

Eliminate waste and save time by publishing the most accurate product specifications, contracts, and pricing lists.

See How Pega Can Help Your Business

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