---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Install and configure Lead Management

# Install and configure Lead Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.
{#configure-lead-management__table_x3k_tyl_wbc__entry__3}

| Task | Description | Role |
|-|-|-|
| [Install Lead Management](https://servicenow-prod.fluidtopics.net/~9wwB9DCQedVoAUq5jy8GQ "If you have the admin role, you can install the Lead Management application. The application includes the demo data and installations that are related ServiceNow Store applications and plugins.") | Install Lead Management from the ServiceNow® Store Store. | Admin |
| [Assign user roles in Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/fGKpMdB6y1nFHZUvTuFdTg "The Sales Customer Relationship Management applications use roles to control access to features and capabilities. Roles also determine access to information for data security, identify users, and define the work that users perform in your organization.") | Assign the user roles for Lead Management, Product Catalog Management, and Pricing Management. | Admin |
| [Configuring product offerings and catalogs](https://servicenow-prod.fluidtopics.net/8difi4oIz1jrn2GgRmyhCA "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.") | Create the product offerings and catalogs, unless they've been previously defined. | Product catalog admin |
| Configure needs analysis | Create the needs templates for questionnaires that sales agents complete to get product recommendations for leads. | Product catalog admin |
[Table 1. Configuration tasks for Lead Management]

{#configure-lead-management__table_x3k_tyl_wbc}