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Pega Customer Service data is visible in Pega Sales Automation through the Customer profile

Updated on April 23, 2021

As a sales manager, you can view Pega Customer Service data directly in Pega Sales Automation to get a full, unified CRM view on an organization or a contact. In an organization or contact view, use the Customer profile tab to see details of every service activity, such as the type of integration, duration, or participants. You can preview or open each interaction, and search for and filter activities. This capability is available in the business-to-business selling mode only.

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