Skip to main content

Module

Managing prospect and customer data

1 Topic

10 mins

Visible to: All users Applies to: Pega Sales Automation '24.1

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.

Beginner
English

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 v8

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice