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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Lead Management

# Configuring Lead Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

Admins and users with various roles, such as application admins and sales operation specialists, complete the following configuration tasks to set up Lead Management.
{#configure-lead-management__table_x3k_tyl_wbc__entry__3}

| Task | Description | Role |
|-|-|-|
| [Install Lead Management](https://www.servicenow.com/docs/4RxverkZnzvR2upBd8XMDA "If you have the admin role, you can install the Lead Management application. The application includes the demo data and installations that are related to ServiceNow Store applications and plugins.") | Install Lead Management from the ServiceNow® Store Store. | Admin |
| [Configuring product offerings and catalogs](https://www.servicenow.com/docs/s2PhVVb5hAhunVOxu0Gb9w "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.") | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin |
| [Configuring needs analysis](https://www.servicenow.com/docs/V1tSIM57Gu3UaYOopIilPA "As a product catalog administrator, you can create needs templates, which are questionnaires that agents use to find product offers to add to a lead or opportunity. Questionnaires function as product selection guides. When agents complete a questionnaire based on customer input, they get product recommendations that they can add to a lead or opportunity.") | Create the needs templates for questionnaires that sales agents complete to get product recommendations for leads. | Product catalog admin |
[Table 1. Configuration tasks for Lead Management]

{#configure-lead-management__table_x3k_tyl_wbc}
**Related concepts**   

* [Using Lead Management](https://www.servicenow.com/docs/V0cu9IzuNITLdJZk1DXPUw "Use the Lead Management to create your lead.")
* [Lead Management](https://www.servicenow.com/docs/GuSHSFgU95bCP46DSoTjtA "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")