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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure

# Configuring Sales Customer Relationship Management applications {#ariaid-title1}

Release version: Yokohama  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Set up the Sales Customer Relationship Management (Sales CRM) applications so that your agents can work on various stages of the product sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts and
entitlements, and also the basic product catalog and pricing features used by each application.
As a user with the admin role, complete the following main configuration tasks to set up your applications. Select a tile to learn about how to install and configure a set of Sales CRM applications to implement and support pre-sales, sales, and post-sales workflows in your organization.

|-|-|-|
| Lead-to-cash foundationSet up core apps that enable your lead-to-cash processes. | Configure, price, quoteSet up tools to configure products and manage pricing, quotes, and sales agreements. | Lead and opportunity managementSet up tools to capture leads, engage customers, manage opportunities, forecast sales, and define sales territories. |
| [Order managementSet up tools to manage order creation and fulfillment, manage jeopardy, and resolve fallout issues.](https://servicenow-prod.fluidtopics.net/dfsnfbJV6P4y1_G8BnoLRA "Learn how to configure the features and components that you need for customer and service order processing, depending on whether you are a provider or an enterprise customer.") | Order operationsSet up workflows to manage end-to-end lead-to-cash processes and handle product returns. | Post-sales engagementSet up tools to manage customer contracts, entitlements, and life cycle workflows on sold products. |
| [Partner Relationship ManagementSet up tools to onboard partners, manage relationships, and enable collaboration.](https://servicenow-prod.fluidtopics.net/BSjiZrwMuhwMdj2hfHXDMQ "Install the PRM (com.snc.partner_relationship_management) application from ServiceNow Store to enable enterprises to hire partners and improve their sales cycles.") | [Business PortalSet up a self-service portal for B2B customers to place orders, submit RFQs, view quotes, and raise order cases.](https://servicenow-prod.fluidtopics.net/yisJmNu~KKSrJkEPGRJ_eg "Admins can configure the Business Portal (sn_b2b_portal) so that customer can browse products and create orders in Sales Customer Relationship Management.") |   |
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## Additional configuration tasks {#som-configuring__section_mgk_rzx_khc}

* [Assign user roles in Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/qpdpO3YxJF8uEheGbckmSw "The Sales Customer Relationship Management (Sales CRM) 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.")

  Review and assign roles to users of the Sales CRM applications that you install.
* [Configuring agent tools in Sales Customer Relationship Management](https://servicenow-prod.fluidtopics.net/LfO5Mkq3ASK0vaPjmWeYFQ "The applications in Sales Customer Relationship Management share common features and tools for agents.")

  The applications in Sales Customer Relationship Management share common features and tools for agents, such as location-based transactions.
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