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Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare

Updated on April 26, 2021

If you are updating from 7.4 or earlier, create a single table for saving Medicare, Individual, Small Group, and Large Group opportunities. Previously the application provided two tables.

Pega CRM for Healthcare 8.6 Feature Adoption for Pega Cloud
You are also updating the settings for Selling mode and Market segment for this release.
  1. In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
  2. Click ActionsRun.
  3. On the Run page, to change the Selling mode and Market segment of Medicare opportunities, select MedicareOpp and click Run.
  4. Repeat these steps until the market segment for all Medicare opportunities have been changed.
  • Previous topic Updating the account data model in Pega Sales Automation for Healthcare
  • Next topic Saving the lead source value with one property in Pega Sales Automation for Healthcare

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