---
title: Create a sales process record
description: Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-sales-process-record.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Lead-to-Cash Process Management, Order operations apps, Use, Sales Customer Relationship Management]
---

# Create a sales process record

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 **Workspaces** > **CSM/FSM Configurable Workspace**.

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Navigate to **Lead to Cash Process Management** > **Sales Process Records**.

4.  Select **New**.

5.  On the form, fill in the fields.

    |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.|

    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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/navigating-sales-process-dashboard.md) and [Monitoring and tracking sales activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/monitor-track-sales-activities.md).

**Parent Topic:**[Using Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-process-management.md)

**Related topics**  


[Configuring Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-lead-cash-process-management.md)

[Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-lead-cash-process-management.md)