Configuring the lead-to-cash foundation applications

concept brazil Updated Sep 10, 2026 1 min read configuring-lead-to-cash-foundation.md
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Learn how to configure lead-to-cash foundation applications to establish a unified platform for Sales Customer Relationship Management entities such as managing leads, opportunities, quotes, and orders efficiently.

Installing and configuring the following applications involve installing the applications from the ServiceNow Store store, assigning appropriate roles to users and groups, and then configuring foundational features such as product catalogs, pricing, and customer data models.

  1. Configuring product offerings and catalogs

    Create product offerings and the associated product catalogs that can be used by Sales Customer Relationship Management agents for pre-sales activities, order capture, and post-sales engagement.

  2. Install and configure CRM Core

    Install the CRM Core application which enables you to compose and build workflows that your organization maintains for the life cycle of a sold product.

  3. (Optional) CRM API Core

    Configure the CRM API Core plugin to enable tracking and management of Sales Customer Relationship Management workflows through structured request handling, flow processing, and external system integration.

Related topics

Using lead-to-cash foundation applications

Lead-to-cash foundation reference

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