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Module

Managing prospect and customer data

1 Topic

10 mins

Visible to: All users
Beginner Pega Sales Automation '24.1 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 accounts, individual consumers, and households.

After completing this module, you should be able to:

Explain the relationship between business accounts, contacts, and households.
Create business accounts.
Create contacts and households.

Available in the following mission:

Sales Automation Low-Code Developer v7

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