--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Lead Management release notes for upgrades from Xanadu to Zurich # Combined Lead Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Lead Management Release Notes for Upgrades from Xanadu to Zurich This consolidated guide provides ServiceNow customers with a comprehensive view of Lead Management updates from the Xanadu through Zurich releases. It is designed to assist you in preparing for upgrades by summarizing new features, activation information, and key highlights relevant to Lead Management across these release families. Show full answer Show less ## New Features * **Xanadu:** * Create and manage leads to capture potential sales opportunities. * Use lead workspace questionnaires for needs analysis and recommend product offerings via lead line items. * Visualize and manage leads through a Kanban board to track progress across stages. * Nurture leads by composing emails, scheduling tasks and appointments, and tracking activities. * Convert qualified leads into opportunities for new or existing contacts. * **Yokohama:** * Introduced REST APIs to integrate Lead Management with external applications and marketing automation systems. * APIs allow creation, modification, and retrieval of leads and lead line items from your ServiceNow instance. * **Zurich:** * No new features were introduced in this release. ## Changes, Removals, and Deprecations From Xanadu through Zurich, there were no changes, removals, or deprecations to Lead Management features, ensuring stability and consistency across these releases. ## Activation Information * **Xanadu and Yokohama:** Lead Management must be installed by requesting it from the ServiceNow Store. You can browse available apps and submit installation requests via the ServiceNow Store website. * **Zurich:** No updates to activation procedures. ## Additional Considerations * No updates were made across releases regarding additional requirements, browser compatibility, accessibility, or localization for Lead Management. ## Highlights for ServiceNow Customers * Lead Management enables capturing lead interest across multiple channels such as website forms, social media, and events. * Leads can be tracked through sales stages visually using a Kanban board, enhancing pipeline visibility. * You can perform needs analysis with questionnaires and recommend products using lead line items, improving qualification accuracy. * Lead nurturing is supported through task creation, email communication, and appointment scheduling directly within the platform. * REST APIs provide integration flexibility, allowing synchronization with external systems to streamline lead data management. Consolidated page of all release notes for Lead Management from Xanadu to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Lead Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Lead Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-leadmanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Lead Management. {#dfrn3-leadmanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Create a lead](https://www.servicenow.com/docs/access?context=create-new-lead&family=xanadu&ft:locale=en-US) : Create and manage your leads for potential sales opportunities. [Needs analysis using lead workspace](https://www.servicenow.com/docs/access?context=lead-management-use-needs-analysis&family=xanadu&ft:locale=en-US) : Understand your lead's needs through questionnaires, and recommend and capture the product offering through lead line items. [Manage leads using Kanban view](https://www.servicenow.com/docs/access?context=lead-management-use-kanban-view&family=xanadu&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=lead-management-use-emails-tab&family=xanadu&ft:locale=en-US) : Compose emails, create tasks, and schedule appointments to nurture leads by tracking the interest and need analyses of your leads. [Convert leads to opportunities](https://www.servicenow.com/docs/access?context=lead-management-use-convert-lead&family=xanadu&ft:locale=en-US) : Qualify leads by creating opportunities for new and existing contacts. | | Yokohama | [REST APIs for Lead Management](https://www.servicenow.com/docs/access?context=create-new-lead&family=yokohama&ft:locale=en-US) : REST APIs provide the following capabilities: * Integrate lead management with external applications and websites. * Create and modify leads and lead line items from applications like marketing automation systems. * Retrieve leads and lead line items from your ServiceNow instance. | | Zurich | No updates for this release. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Lead Management features. {#dfrn3-leadmanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Removed Between your current release family and Zurich, some Lead Management features or functionality were removed. {#dfrn3-leadmanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Lead Management features or functionality were deprecated. {#dfrn3-leadmanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Lead Management. {#dfrn3-leadmanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | Install Lead Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=xanadu&ft:locale=en-US). | | Yokohama | Activation information : Install Lead Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Lead Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | No updates for this release. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Lead Management we have noted them here. {#dfrn3-leadmanagement-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Lead Management we have noted them here. {#dfrn3-leadmanagement-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Lead Management, such as specific requirements or compliance levels. {#dfrn3-leadmanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Lead Management we have noted them here. {#dfrn3-leadmanagement-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Lead Management we have noted them here. {#dfrn3-leadmanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | * 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](https://www.servicenow.com/docs/access?context=lead-management&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | * REST APIs enable seamless integration of lead management with external applications and provide other capabilities. * REST APIs enable customers to create, update, and retrieve leads and lead line items from the ServiceNow instance. See [Lead Management](https://www.servicenow.com/docs/access?context=lead-management&family=yokohama&ft:locale=en-US) for more information. | | Zurich | No updates for this release. | [ ]