Components installed with Lead Management

reference brazil Updated Sep 10, 2026 1 min read components-installed-lead-management.md
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Several types of components are installed with activation of the Lead Management plugin, including tables and user roles.

Roles installed

Role title [name]

Description

Contains roles

Lead writer [sn_lead_mgmt_core.lead_writer]

A granular role created to give write access to Lead and Lead Line Item.

sn_lead_mgmt_core.lead_viewer

Lead integrator [sn_lead_mgmt_core.lead_integrator]

Lead integrator have access to call the REST APIs of lead.

  • sn_crm_touchpoint.touchpoint_writer
  • sn_lead_mgmt_core.lead_writer
  • sn_meeting_mgmt.meeting_creator

Lead responsibility write granular [sn_lead_mgmt_core.lead_responsibility_write_granular]

Provides granular access to lead and related entities through the responsibility framework.

sn_lead_mgmt_core.lead_responsibility_read_granular

Lead responsibility read granular [sn_lead_mgmt_core.lead_responsibility_read_granular]

Provides granular read-only access to lead and its related entities through the responsibility framework.

None

Lead agent [sn_lead_mgmt_core.lead_agent]

Lead agent can perform CRUD operations on Lead and related tables.

  • sn_customerservice.csm_workspace_user
  • sn_lead_mgmt_core.lead_writer
  • sn_meeting_mgmt.meeting_creator
  • sn_crm_touchpoint.touchpoint_writer

Lead admin [sn_lead_mgmt_core.lead_admin]

An admin role created to give create, update, read, and delete access on lead tables.

  • sn_crm_touchpoint.admin
  • sn_lead_mgmt_core.lead_agent
  • sn_lead_mgmt_core.lead_integrator

Lead viewer [sn_lead_mgmt_core.lead_viewer]

A granular role created to give read access to Lead and Lead Line Item.

  • sn_csm_ctxrul_mgt.context_variable_viewer
  • sn_prd_pm.product_catalog_viewer
  • canvas_user
  • sn_csm_ctxrul_mgt.rule_matrix_viewer
## Tables installed

Table

Description

Lead Needs

sn_lead_mgmt_lead_needs

Specific requirements or expectations of a customer.

Lead Line Item

sn_lead_mgmt_core_lead_line_item

Individual product entry within a lead.

Lead Task

sn_lead_mgmt_core_lead_task

A specific action or activity assigned to manage or progress a lead, such as follow-up calls, sending proposals, or scheduling meetings.

Lead

sn_lead_mgmt_core_lead

Prospective customers who have expressed their interest through various channels, such as website forms, social media, or events.

**Parent Topic:**[Lead Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-reference.md)
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