---
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


---

# Configuring Customer Engagement Sequences

# Configuring Customer Engagement Sequences {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Plan and configure your implementation of Customer Engagement Sequences.

## Configuration overview {#configuring-customer-engagement-sequences__cf-config-parent-checklist}

1. [Install Customer Engagement Sequences](https://servicenow-prod.fluidtopics.net/L4sAkCtqSLkz1mzpG9sZYA "You can install the Customer Engagement Sequences application (com.sn_crm_sequence) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.")

   You can install the Customer Engagement Sequences application (com.sn_crm_sequence) if you have the admin role. The application installs related ServiceNow® Store applications and plugins if they are not already installed. Install Customer Engagement Sequences on the ServiceNow instances in all of your environments:
2. [Create a customer engagement sequence](https://servicenow-prod.fluidtopics.net/aPRht67PJeO3KQ7xLTCIRQ "Create a customer engagement sequence to guide your sales representatives through engaging with their prospects and customers.")

   Create a customer engagement sequence from the CSM Configurable Workspace. Specify trigger and exit conditions, and add activities to create a guided experience for your sales representatives to engage with their prospects and customers.
{#configuring-customer-engagement-sequences__cf-config-parent-tasks-ol}