Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare
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.
- In the header of Dev Studio, search for and click the spmUpgradeUtility activity.
- Click .
- On the Run page, to change the Selling mode and Market segment of Medicare opportunities, select MedicareOpp and click Run.
- Repeat these steps until the market segment for all Medicare opportunities have been changed.
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