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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Lead and opportunity management

# Lead and opportunity management {#ariaid-title1}

* Release version: Zurich
* 
* Updated December 4, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

ServiceNow® lead and opportunity management applications support your sales life cycle from capturing leads to forecasting revenue. Explore each module to streamline engagement, optimize territory coverage, and drive
conversion.


## Get started {#lead-opportunity-landing__cf-app-landing-get-started}

Select a link from the following table to learn about key features and benefits of an application and how it can be used by the user personas in your sales organization.
{#lead-opportunity-landing__table_yry_zhq_khc__entry__2}

| Application | Description |
|-|-|
| [Lead Management](https://www.servicenow.com/docs/bJZD03x20IzzdJXO7OGz1w "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.") | Capture, qualify, and nurture potential customers. |
| [Customer Engagement Sequences](https://www.servicenow.com/docs/iY7PJd00XQY~Yw66ebQ8mg "Customer Engagement Sequences is a playbook that consists of a series of automated and manual activities that can be set up to engage with leads and customers at every stage of their relationship with your business​ through various channels.") | Automate and personalize outreach strategies. |
| [Opportunity Management](https://www.servicenow.com/docs/3pGerBSImp8pln7t9rQ_dQ "The  ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.") | Track and advance sales opportunities through the pipeline. |
| [Sales Forecasting](https://www.servicenow.com/docs/U_duEfmy3sRaZB5Rw84wfw "Project your future sales and revenue based on data from opportunities, historical performance, and pipeline analysis using Sales Forecasting. With this application, sales managers can allocate resources effectively, receive constructive feedback, and forecast sales with precision to make informed decisions.") | Predict revenue and plan resources with confidence. |
| [Sales Territory Management​](https://www.servicenow.com/docs/VvRhUQzAVDmXcWxhC_Of5Q "Sales territory management enables you to structure and optimize the sales efforts of your organization based on territories. It focuses on dividing CRM entities, such as accounts, leads, opportunities, and consumers, into manageable segments (geographical, product, or industry-based) to promote efficient coverage and accountability.") | Define and manage sales regions for better coverage. |
[Table 1. Lead and opportunity management applications]

{#lead-opportunity-landing__table_yry_zhq_khc}

## What to do next {#lead-opportunity-landing__cf-app-landing-get-help}

Configure the lead and opportunity applications, so your agents can use them in their sales workflows. For more information, see [Configuring the lead and opportunity management applications](https://www.servicenow.com/docs/5D_5odm2i42K9zGS9HQBjA "Learn how to install and configure the lead and opportunity management applications to support pre-sales workflows.").
**Related concepts**   

* [Using lead and opportunity management applications](https://www.servicenow.com/docs/dAi8_PHzjCqb0~cAhhpOng "Learn how to use lead and opportunity management applications.")
* [Lead and opportunity management reference](https://www.servicenow.com/docs/NaW9qZuyjtpYT4DVH9oG8g "Reference for lead and opportunity management applications.")