Using Lead-to-Cash Process Management

Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.

Overview of creating and monitoring sales processes

Access the Lead-to-Cash Process Management application from the CRM Workspace to create sales process records and monitor the sales process using the sales process dashboard.

Create a sales process record

Create a sales process record to monitor and track sales activities for a customer account.
Navigating the sales process dashboard

Become familiar with the sales process dashboard so you can navigate and use the dashboard to monitor the sales process.
Monitoring and tracking sales activities

Monitor and track sales activities for a customer account after you have created a sales process record.
Create and manage task checklists

Create checklists to ensure thoroughness, consistency, and prevent errors while completing routine tasks and processes such as fulfilling orders.
Add attachments for a sales process record

Attach files, documents, images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
View and send emails in Lead-to-Cash Process Management

View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.
Linking, delinking, and link conversion conditions

Become aware of the conditions for linking, delinking, and hard or soft-linking records on the node map.
Create business process tasks

Create business process tasks to track miscellaneous tasks at the sales process record-level.
Create a sales process record
Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
Navigating the sales process dashboard
Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.
Monitoring and tracking sales activities
Monitor and track sales activities for a customer account after you have created a sales process record.
Create and manage task checklists
Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.
Add attachments for a sales process record
Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
Manage attachments for a sales process record
Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
View and send emails in Lead-to-Cash Process Management
View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.
Linking, delinking, and link conversion conditions
Several conditions can enable or disable you from linking, delinking, and hard or soft-linking records in Lead-to-Cash Process Management.
Create business process tasks
Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.

Parent Topic:Using order operations applications

Lead-to-Cash Process Management

title	Using Lead-to-Cash Process Management
description	Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/order-management/using-lead-cash-process-management.html
release	australia
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	3
breadcrumb	Order operations appsUseSales Customer Relationship Management