Configuring the sales automation applications

---
title: Configuring the sales automation applications
description: Learn how to install and configure the sales automation applications to support pre-sales workflows.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/configuring-lead-opportunity-mgt.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Configure, Sales Customer Relationship Management]
---

# Configuring the sales automation applications

Learn how to install and configure the sales automation applications to support pre-sales workflows.

Installing and configuring the following applications involve installing the application from the ServiceNow Store store, assigning appropriate roles to users and groups, and then configuring app-specific features such as lead assignment rules, opportunity stages, forecasting settings, and so on.

1.  [Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/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.

2.  [Configuring Customer Engagement Sequences](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-customer-engagement-sequences.md)

    Install and configure Customer Engagement Sequences so that the sales representatives can receive predefined sequence steps for interacting with prospects and customers.

3.  [Configuring Buying Group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-buying-group.md)

    Learn how to configure Buying Group to organize multiple contacts within Sales CRM by account and product offering family, and link them to opportunities.

4.  [Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)

    Install the Opportunity Management application to enable your sales agents and account executives to create and manage opportunities that identify and track potential sales based on identified customer needs.

5.  [Configure Sales Forecasting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-sales-forecasting.md)

    Activate and configure the Sales Forecasting plugin help your sales teams project future sales volumes and revenue based data from opportunities and pipeline analysis.

6.  [Configuring Sales Territory Management​](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-sales-territory-management.md)

    Install the Sales Territory Management​ application from the ServiceNow Store store. Configure the features and components that help distribute accounts, consumers, leads, and opportunities to manage sales territories.

7.  [Configuring Activity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-activity-management.md)

    Install and configure the necessary plugins for enabling Activity Management features.

8.  [Responsibility-based access to Sales CRM entities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/responsibility-based-access-crm-touchpoints.md)

    Learn how the responsibility framework grants users fine-grained, role-based access to leads, opportunities, accounts, contacts, and CRM Touchpoints based on the records they're responsible for.

9.  [Create a responsibility access configuration in Sales CRM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-responsibility-access-configuration-sales-automation.md)

    Configure access for an existing responsibility definition so users with the required roles get access to the leads, opportunities, and related records they're responsible for.


**Related topics**  


[Using sales automation applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-opportunity-mgt.md)

[Sales automation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-opportunity-landing.md)