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Lead stages sourced from case life-cycle in Pega Sales Automation

Updated on March 19, 2021

Starting with Pega Sales Automation 8.1, the data page D_crmStages is populated from the stages defined on the lead case type.

Pega CRM 8.7 Feature Adoption for Pega Cloud

If this data page is customized at the client implementation layer, this may not be an issue. In other cases, customers updating from releases prior to 8.1 should manually add the stages to the implementation layer equivalent of the lead case type.

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