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Saving the lead source value with one property in Pega Sales Automation for Healthcare

Updated on April 26, 2021

If you are updating from 7.4 or earlier, copy the value of the MedicareLeadSource property to the LeadSource property so that you can see the lead source.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
Previously, two properties were used for the Lead source value: one for Medicare leads and one for individual and business leads. To improve maintenance and performance, now only the LeadSource property is used, and the MedicalLeadSource property is no longer used.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to copy the value of the MedicareLeadSource property to the LeadSource property, select MedicareLeadSource.
  4. Repeat these steps until all the leads are updated.
  • Previous topic Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare
  • Next topic Setting the owner as the team member for opportunities in Pega Sales Automation for Healthcare

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