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ITC Infotech India Ltd
Posted: 7 months ago
Last activity: 7 months ago
Understanding Client Lifecycle Management (Onboarding) framework
Is there any "Online Training" course available for CLM to understand the framework better. I want to learn Onboarding to perform POC for client. Can someone please guide me through different portals present in CLM and what all can be achieved using them. What configurations we need to do before using CLM. What are the various use case OOTB provided in the framework.
Is there any other document i can refer to understand it.
Posted: 7 months ago
Posted: 7 months ago
Hello Chandan,
Please refer to the following Academy courses: https://academy.pega.com/library/82/clm-foundationhttps://academy.pega.com/library/82/implementing-clm
There is one course in Pega Academy. Please find the link below.
https://academy.pega.com/library/71/introduction-to-client-lifecycle-management
Please find the below articles which might be helpful.
https://www.pega.com/industries/financial-services/client-lifecycle-management
https://community.pega.com/knowledgebase/documents/pega-client-lifecycle-management-financial-services-83-implementation-guide
https://www.pega.com/insights/resources/pega-client-lifecycle-management-clm
https://community.pega.com/knowledgebase/products/client-lifecycle-management