Configuring the lead and opportunity management applications

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Learn how to install and configure the lead and opportunity management applications to support pre-sales workflows.

    Installing and configuring the following applications involve installing the application from the ServiceNow Store store, assigning appropriate roles to users and groups, and then configuring app-specific features such as lead assignment rules, opportunity stages, forecasting settings, and so on.

    1. Install and configure Lead Management

      Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.

    2. Configuring Customer Engagement Sequences

      Install and configure Customer Engagement Sequences so that the sales representatives can receive predefined sequence steps for interacting with prospects and customers.

    3. Configuring Buying Group

      Learn how to configure Buying Group to organize multiple contacts within Sales CRM by account and product offering family, and link them to opportunities.

    4. Install and configure Opportunity Management

      Install the Opportunity Management application to enable your sales agents and account executives to create and manage opportunities that identify and track potential sales based on identified customer needs.

    5. Configure Sales Forecasting

      Activate and configure the Sales Forecasting plugin help your sales teams project future sales volumes and revenue based data from opportunities and pipeline analysis.

    6. Configuring Sales Territory Management​

      Install the Sales Territory Management​ application from the ServiceNow Store store. Configure the features and components that help distribute accounts, consumers, leads, and opportunities to manage sales territories.

    7. Configuring Activity Management

      Install and configure the necessary plugins for enabling Activity Management features.