Components installed with Lead Management

Several types of components are installed with activation of the Lead Management plugin, including tables and user roles.

Roles installed

Role title [name]	Description	Contains roles
Lead writer [sn_lead_mgmt_core.lead_writer]	A granular role created to give write access to Lead and Lead Line Item.	sn_lead_mgmt_core.lead_viewer
Lead integrator [sn_lead_mgmt_core.lead_integrator]	Lead integrator have access to call the REST APIs of lead.	sn_crm_touchpoint.touchpoint_writer sn_lead_mgmt_core.lead_writer sn_meeting_mgmt.meeting_creator
Lead responsibility write granular [sn_lead_mgmt_core.lead_responsibility_write_granular]	Provides granular access to lead and related entities through the responsibility framework.	sn_lead_mgmt_core.lead_responsibility_read_granular
Lead responsibility read granular [sn_lead_mgmt_core.lead_responsibility_read_granular]	Provides granular read-only access to lead and its related entities through the responsibility framework.	None
Lead agent [sn_lead_mgmt_core.lead_agent]	Lead agent can perform CRUD operations on Lead and related tables.	sn_customerservice.csm_workspace_user sn_lead_mgmt_core.lead_writer sn_meeting_mgmt.meeting_creator sn_crm_touchpoint.touchpoint_writer
Lead admin [sn_lead_mgmt_core.lead_admin]	An admin role created to give create, update, read, and delete access on lead tables.	sn_crm_touchpoint.admin sn_lead_mgmt_core.lead_agent sn_lead_mgmt_core.lead_integrator
Lead viewer [sn_lead_mgmt_core.lead_viewer]	A granular role created to give read access to Lead and Lead Line Item.	sn_csm_ctxrul_mgt.context_variable_viewer sn_prd_pm.product_catalog_viewer canvas_user sn_csm_ctxrul_mgt.rule_matrix_viewer

Tables installed

Table	Description
Lead Needs sn_lead_mgmt_lead_needs	Specific requirements or expectations of a customer.
Lead Line Item sn_lead_mgmt_core_lead_line_item	Individual product entry within a lead.
Lead Task sn_lead_mgmt_core_lead_task	A specific action or activity assigned to manage or progress a lead, such as follow-up calls, sending proposals, or scheduling meetings.
Lead sn_lead_mgmt_core_lead	Prospective customers who have expressed their interest through various channels, such as website forms, social media, or events.