Configuring Lead Management
concept australia Updated Sep 10, 2026 1 min read configure-lead-management.md
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.
| Task | Description | Role |
|---|---|---|
| Install Lead Management | Install Lead Management from the ServiceNow® Store Store. | Admin |
| Configuring product offerings and catalogs | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin |
| Configuring needs analysis | Create the needs templates for questionnaires that sales agents complete to get product recommendations for leads. | Product catalog admin |
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--- title: Configuring Lead Management description: 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. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/configure-lead-management.html release: australia topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Sales automation apps, Configure, Sales Customer Relationship Management] --- # Configuring Lead Management 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. |Task|Description|Role| |----|-----------|----| |[Install Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/install-lead-management.md)|Install Lead Management from the ServiceNow® Store Store.|Admin| |[Configuring product offerings and catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/som-managing-product-catalogs.md)|Create the product offerings and catalogs, unless they've been previously defined.|Product catalog admin| |[Configuring needs analysis](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-needs-analysis.md)|Create the needs templates for questionnaires that sales agents complete to get product recommendations for leads.|Product catalog admin| **Related topics** [Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md) [Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)
| title | Configuring Lead Management |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/configure-lead-management.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Sales automation appsConfigureSales Customer Relationship Management |