---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Sales automation apps

# Configuring the sales automation applications {#ariaid-title1}

Release version: Australia  
Updated August 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Learn how to install and configure the sales automation 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. [Configuring Lead Management](https://www.servicenow.com/docs/hDLqTE8qYLPN7hJMw~zaBA "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.")

   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](https://www.servicenow.com/docs/a7H2jHdrbtSjSQZMKpN5iw "Plan and configure your implementation of 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](https://www.servicenow.com/docs/uPgilMQYjOSLaas9QyOQVQ "Learn how to configure Buying Group to organize multiple contacts within Sales CRM by account and product offering family, and link them to opportunities.")

   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. [Configuring Opportunity Management](https://www.servicenow.com/docs/jPfUUK9UnBg8EPVmxlXzVg "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in 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](https://www.servicenow.com/docs/U9CULp~XGP85wEC7DeLRFA "Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.")

   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​](https://www.servicenow.com/docs/AvxF3d31cquXFpleGtk2Iw "Learn how to configure the features and components that help distribute accounts, consumers, leads, and opportunities to manage sales territories.")

   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](https://www.servicenow.com/docs/LtytTqYtRldKrEN6H8Kn_w "Install and configure the necessary plugins for enabling Activity Management features.")

   Install and configure the necessary plugins for enabling Activity Management features.
8. [Responsibility-based access to Sales CRM entities](https://www.servicenow.com/docs/T6z_EsJpzjhZEoxAUbH4_w "Responsibility-based access grants Sales CRM users access to records based on the responsibility they hold for an opportunity, account, or sales territory. Instead of giving users broad access to every lead, opportunity, account, contact, quote, or CRM Touchpoints, the responsibility framework scopes access to records connected to the user's opportunity team or sales territory membership.")

   Learn how the responsibility framework grants users fine-grained, role-based access to leads, opportunities, accounts, contacts, and CRM Touchpoints based on the records they're responsible for.
9. [Create a responsibility access configuration in Sales CRM](https://www.servicenow.com/docs/hYM_3~hQXWbSsUkI54OLzQ "Grant a responsibility definition table-level access to leads, opportunities, and related entities by creating or updating a responsibility access configuration.")

   Configure access for an existing responsibility definition so users with the required roles get access to the leads, opportunities, and related records
   they're responsible for.
   {#configuring-lead-opportunity-mgt__li_rac_config_1}
{#configuring-lead-opportunity-mgt__li_rac_config_1} {#configuring-lead-opportunity-mgt__ol_dbp_lhx_khc}
**Related concepts**   

* [Using sales automation applications](https://www.servicenow.com/docs/PTgXFK0dFyOfWtMIVhK67Q "Learn how to use sales automation applications.")  
**Related reference**   

* [Sales automation](https://www.servicenow.com/docs/QZqpw2UWTyd2zqpG0qUfKA "ServiceNow sales automation applications support your sales life cycle from capturing leads to forecasting revenue. Explore each module to streamline engagement, optimize territory coverage, and drive conversion.")