Install and configure 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 | Install Lead Management from the ServiceNow® Store Store. | Admin |
| Assign the user roles for Lead Management, Product Catalog Management, and Pricing Management. | 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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