- To view market segments, perform the following steps:
- In the header of Dev Studio, click, .
- Review the structure created as part of the Pega Foundation for Financial Services configuration.
- Optional: To add a new level in the hierarchy, click Add level next to any item on the list.
- Optional: To edit an existing market segment, click Edit operational
level next to any item and perform the following steps:
- To change the name of the market segment, edit the Name field.
- To change the calendar view of the market segment, enter or select a calendar in the Calendar field.
- To change the currency for the market segment, enter or select a currency in the Currency field.
- To add a new department to which to assign the market segment, click Add department, enter a name and description, and then click Submit.
- To assign the market segment to an existing department, click Select existing department, select a department from the list, and then click Submit.
- To assign the market segment to a work queue, click Add department, enter or select an existing work queue, or click Add work queue to create a new work queue, and then click Submit.
Pega Sales Automation Implementation Guide