Configuring the lead-to-cash foundation applications
Learn how to configure lead-to-cash foundation applications to establish a unified platform for Sales Customer Relationship Management entities such as managing leads, opportunities, quotes, and orders efficiently.
Installing and configuring the following applications involve installing the applications from the ServiceNow Store store, assigning appropriate roles to users and groups, and then configuring foundational features such as product catalogs, pricing, and customer data models.
- Configuring product offerings and catalogs
Create product offerings and the associated product catalogs that can be used by Sales Customer Relationship Management agents for pre-sales activities, order capture, and post-sales engagement.
- Install and configure Lead to Cash Core
Install the Lead to Cash Core application which enables you to compose and build workflows that your organization maintains for the life cycle of a sold product.
- (Optional) Sales and Service API Core
Configure the Sales and Service API Core plugin to enable seamless tracking and management of Sales Customer Relationship Management workflows through structured inbound and outbound request handling, configurable flow processing, and integration with external systems.