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Módulo

Managing prospect and customer data

1 Tema

10 minutos

Visible para: All users Applies to: Pega Sales Automation '23, Pega Sales Automation 8.8, Pega Sales Automation 8.7, Pega Sales Automation 8.6

The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the business-to-consumer (B2C) model to sell to a consumer (B2C). In this lesson, you will learn about the entities involved in managing business organizations, individual consumers, and households.

Principiante
Inglés

Después de completar este módulo, podrá hacer lo siguiente:

Explain the relationship between organizations, contacts, accounts, and households
Create organizations
Create contacts and households

Disponible en la siguiente misión:

Sales Automation Low-Code Developer v6

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