Lead Management release notes
The ServiceNow® Lead Management application enables your sales development representatives to create and manage leads. Leads are individuals or organizations that have shown interest in a product or service and require nurturing to be qualified for a potential opportunity for sale. Lead Management is a new application in the Xanadu release.
Lead Management highlights for the Xanadu release
- Create leads on the ServiceNow AI Platform by capturing the interest of prospective customers through various channels, such as website forms, social media, or events.
- Track the progress of your leads through different stages of the sales cycle.
- Understand your lead's needs and requirements through questionnaires, and recommend and capture the product offerings through lead line items.
- Visualize and navigate your leads by using a Kanban board that shows a card-based view of your leads and their stages.
- Create and assign tasks, send emails, or schedule appointments with leads.
- Qualify and convert leads to potential customer records and opportunities.
See Lead Management for more information.
Important:
Lead Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.
Lead Management features
- Create a lead
- Create and manage your leads for potential sales opportunities.
- Needs analysis using lead workspace
- Understand your lead's needs through questionnaires, and recommend and capture the product offering through lead line items.
- Manage leads using Kanban view
- Quickly assess the status of your various leads by navigating and visualizing these leads across different stages with the help of a Kanban board that shows a card-based view of your leads.
- Nurture leads and track lead activities
- Compose emails, create tasks, and schedule appointments to nurture leads by tracking the interest and need analyses of your leads.
- Convert leads to opportunities
- Qualify leads by creating opportunities for new and existing contacts.
Activation information
Install Lead Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.