Importing prospect and customer data
Use the data import tools to import your existing prospect and customer data into Pega Sales Automation for Insurance.
Pega Sales Automation
Implementation Guide
- Identify the types of prospect and customer data to import, based on your selling
model.
Selling model Import these data types Business-to-business (B2B) - Organizations
- Accounts
- Contacts
Business-to-consumer (B2C) - Accounts
- Contacts
- Households
Business-to-business and business-to-consumer (B2B_B2C) - Organizations
- Accounts
- Contacts
- Households
- Import the data using one of the methods described in Import your data.
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