---
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


---

# Create a sales process record

# Create a sales process record {#ariaid-title1}

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

Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.

## Before you begin

Role required: sales process manager \[sn_l2c_cockpit.sales_process_manager\]

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon ().
3. Navigate to Lead to Cash Process ManagementSales Process Records.
4. Select New.
5. On the form, fill in the fields.  
   {#create-sales-process-record__table_hrx_pqg_xfc__entry__2}

   | Field | Description |
   |-|-|
   | Short description | A brief summary of the business process record used for quick identification in lists and notifications. |
   | Business process | A business process that you want to monitor such as order-to-cash. |
   | Account | Customer account for which you want to monitor the sales activities. |
   | Assigned to | (Optional) Person responsible for managing and monitoring the sales process record. |
   | Business entity | The top-level sales entity that you want to monitor, for example, opportunity. Quotes and orders related to that entity are automatically included in the node map. |
   [Table 1. Create new sales process record form]

   {#create-sales-process-record__table_hrx_pqg_xfc}

   When you select a business entity, all similar entities related to the selected account are displayed.
6. Select the records you want to monitor directly under the sales process record.
7. Select Save and Open.  
   A dashboard containing a hierarchical node map and details section related to the selected records is displayed.

## What to do next

Track and manage sales process using the sales process dashboard. For more information, see [Navigating the sales process dashboard](https://servicenow-prod.fluidtopics.net/YTa2F_ZfwH4zYFn~5kWhsg "Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.") and [Monitoring and tracking sales activities](https://servicenow-prod.fluidtopics.net/Ev0R6dHIBfxGkax7f7Go0A "Monitor and track sales activities for a customer account after you have created a sales process record.").

*[\>]: and then