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PatrickT7676 Member since 2017 1 post
Express Scripts
Posted: March 4, 2019
Last activity: March 18, 2019
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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?

Pega Sales Automation
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