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When transitioning from another "CRM" platform to Pega, where should your customer/prospect information be placed into Pega?
There is the organization, account, lead and opportunity. Should all data go into the leads? Meaning customers and potential customers.
***Edited by Moderator: Pooja Gadige to add capability tag***
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Posted: 2 years ago
Pegasystems Inc.
IN
@JohnG1895 Both Customer and Prospect data is supported in the data model. Any Organization or Contact data will go to the Organization and Contact tables only, and IsCustomer property can be set as true/false, calling it an existing customer or potential customer.