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Module

Managing prospect and customer data

1 Topic

10 mins

Visible to all users
Beginner Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4 English

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.

After completing this module, you should be able to:

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

Available in the following mission:

Sales Automation Low-Code Developer

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