Lead and opportunity management reference Release version: Zurich Updated November 24, 2025 1 minute to readReference for lead and opportunity management applications. Customer Engagement Sequences referenceReference topics provide additional information about the Customer Engagement Sequences application.Lead details formField descriptions for editing or reviewing details on the Lead form for Lead Management.Components installed with Lead ManagementSeveral types of components are installed with activation of the Lead Management plugin, including tables and user roles.Components installed with Opportunity ManagementSeveral types of components are installed with activation of the Opportunity Management plugin, including user roles.Components installed with Sales Territory Management​Several types of components are installed with activation of the Sales Territory Management​ plugin, including user roles.
Lead and opportunity management reference Release version: Zurich Updated November 24, 2025 1 minute to readReference for lead and opportunity management applications. Customer Engagement Sequences referenceReference topics provide additional information about the Customer Engagement Sequences application.Lead details formField descriptions for editing or reviewing details on the Lead form for Lead Management.Components installed with Lead ManagementSeveral types of components are installed with activation of the Lead Management plugin, including tables and user roles.Components installed with Opportunity ManagementSeveral types of components are installed with activation of the Opportunity Management plugin, including user roles.Components installed with Sales Territory Management​Several types of components are installed with activation of the Sales Territory Management​ plugin, including user roles.