Configuring Lead-to-Cash Process Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Plan and configure your implementation of Lead-to-Cash Process Management.

    Configuration overview

    1. Review the dependencies for installing and using Lead-to-Cash Process Management.
      • For sales process managers to be able to create and monitor sales process records through the CSM Configurable WorkspaceCustomer Service Management (CSM) must be installed.
      • To be able to monitor opportunities, quotes, or orders in the sales process, you must have Opportunity Management, Quote Management, Order Management installed.
      • Business Object Core (sn_bo_core) is automatically installed as a dependency when you install the Lead-to-Cash Process Management application (app-l2c-cockpit).
    2. Install Lead-to-Cash Process Management

      You can install the Lead-to-Cash Process Management application (app-l2c-cockpit) if you have the admin role. The application installs related ServiceNow® Store applications and plugins if they aren’t already installed. Install Lead-to-Cash Process Management on each of your environments.

    3. Assign roles to Lead-to-Cash Process Management users

      Assign roles to your users so that they can access features, capabilities, and data in the Lead-to-Cash Process Management application.

    4. Set up business objects for sales process records

      Create business object group and business object types. Define relationships between the business object types, and add them as members under the business object group. This enables the sales process managers to create sales process records using these entities.

    5. Customizing the sales process dashboard

      Define the number of levels and tile content on the node map, and determine how tasks are consolidated on the Tasks tab, to enhance clarity and control so sales process managers can focus on relevant data and navigate through complex sales processes effectively.

    6. Modifying data retention and table cleanup policy for Lead-to-Cash Process Management

      Access and modify the default data retention and table cleanup policy to modify it to suit your needs.

    7. Setting conditions for enabling email access in Lead-to-Cash Process Management

      Sales process managers can compose emails directly from the dashboard for sales entity records that are monitored in a sales process record.