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Express Scripts
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Posted: March 4, 2019
Last activity: March 18, 2019
Last activity: 18 Mar 2019 11:40 EDT
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Sales Automation Sub-Accounts?
Question regarding Pega Sales Automation:
Sales Automation FW data model supports the following heirarchy
Organization --> Accounts --> Opportunity.
We are looking for Sub account capability, similar to other CRM products.
Account --> Sub Account --> Opportunity
In other popular CRM products, account can be a child of other accounts, and fits well with the Sales account heirarchy. Does Pega support this heirarchy? Any plans to support sub accounts in future?
Posted: 4 years ago
Pegasystems Inc.
IN
Organization supports hierarchy, an organization can have parent organization but not for account. As of now there is no plan to make parent-child relationship on accounts.