Pega Sales Automation procedures
Complete the procedures in this section to adopt features after an update to Pega Sales Automation release 8.6.
Pega CRM for Healthcare
8.6
Feature Adoption for Pega Cloud
- Checking your Pega Sales Automation access roles for the required privileges
- Updating quote requests in Pega Sales Automation for Healthcare
- Updating the account data model in Pega Sales Automation for Healthcare
- Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare
- Saving the lead source value with one property in Pega Sales Automation for Healthcare
- Setting the owner as the team member for opportunities in Pega Sales Automation for Healthcare
- Updating the billing address work objects in Pega Sales Automation for Healthcare
- Updating the Market segment and Selling mode properties for Medicare case types
- Updating the Medicare class group
- Making Small Group, Large Groups, and Medicare opportunities accessible
- Preventing duplicate entries in the Lead source widget
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