---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Lead and opportunity management apps

# Configuring the lead and opportunity management applications {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Learn how to install and configure the lead and opportunity management applications to support pre-sales workflows.

Installing and configuring the following applications involve installing the application from the ServiceNow Store store, assigning appropriate roles to users and groups, and then configuring app-specific features such as lead assignment rules, opportunity stages, forecasting settings, and so on.

1. [Install and configure Lead Management](https://servicenow-prod.fluidtopics.net/Nf2p3FrUXEi_HzxRObd6EQ "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.")

   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.
2. [Configuring Customer Engagement Sequences](https://servicenow-prod.fluidtopics.net/RX6oq~fTyG~vCNFm5Sl7Vg "Plan and configure your implementation of Customer Engagement Sequences.")

   Install and configure Customer Engagement Sequences so that the sales representatives can receive predefined sequence steps for interacting with prospects and customers.
3. [Install and configure Opportunity Management](https://servicenow-prod.fluidtopics.net/7yXfL1vEVUvsKVe~5WD5RA "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")

   Install the Opportunity Management application to enable your sales agents and account executives to create and manage opportunities that identify and track potential sales based on identified customer needs.
4. [Configure Sales Forecasting](https://servicenow-prod.fluidtopics.net/i8uaF5IZhcRtjazHUbvPPw "Use the Sales Forecasting application to project your future sales volumes and revenue based data from opportunities and pipeline analysis.")

   Activate and configure the Sales Forecasting plugin help your sales teams project future sales volumes and revenue based data from opportunities and pipeline analysis.
5. [Configuring Sales Territory Management​](https://servicenow-prod.fluidtopics.net/4~vQyw~~_BkDeyKx1GApDA "Learn how to configure the features and components that help distribute accounts, consumers, leads, and opportunities to manage sales territories.")

   Install the Sales Territory Management application from the ServiceNow Store store. Configure the features and components that help distribute accounts, consumers, leads, and opportunities to manage sales territories.
{#configuring-lead-opportunity-mgt__ol_dbp_lhx_khc}