---
title: Using Lead-to-Cash Process Management
description: Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/using-lead-cash-process-management.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Order operations apps, Use, Sales Customer Relationship Management]
---

# Using Lead-to-Cash Process Management

Sales process managers can use Lead-to-Cash Process Management to create sales process records and monitor and track sales processes through a consolidated dashboard.

## Overview of creating and monitoring sales processes

Access the Lead-to-Cash Process Management application from the CRM Workspace to create sales process records and monitor the sales process using the sales process dashboard.

-   [Create a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-sales-process-record.md)

    Create a sales process record to monitor and track sales activities for a customer account.

-   [Navigating the sales process dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/navigating-sales-process-dashboard.md)

    Become familiar with the sales process dashboard so you can navigate and use the dashboard to monitor the sales process.

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

    Monitor and track sales activities for a customer account after you have created a sales process record.

-   [Create and manage task checklists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-checklists-l2c-process-management.md)

    Create checklists to ensure thoroughness, consistency, and prevent errors while completing routine tasks and processes such as fulfilling orders.

-   [Add attachments for a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/add-attachments-sales-process.md)

    Attach files, documents, images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

-   [View and send emails in Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/view-send-emails-sales-process.md)

    View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.

-   [Linking, delinking, and link conversion conditions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/conditions-link-delink-toggle-records.md)

    Become aware of the conditions for linking, delinking, and hard or soft-linking records on the node map.

-   [Create business process tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-business-process-tasks.md)

    Create business process tasks to track miscellaneous tasks at the sales process record-level.


-   **[Create a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-sales-process-record.md)**  
Monitor and track sales activities for a customer account by creating a sales process record in Lead-to-Cash Process Management.
-   **[Navigating the sales process dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/navigating-sales-process-dashboard.md)**  
Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.
-   **[Monitoring and tracking sales activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/monitor-track-sales-activities.md)**  
Monitor and track sales activities for a customer account after you have created a sales process record.
-   **[Create and manage task checklists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-checklists-l2c-process-management.md)**  
Create and manage checklists to track progress on completing routine or repetitive tasks and processes such as fulfilling orders.
-   **[Add attachments for a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/add-attachments-sales-process.md)**  
Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
-   **[Manage attachments for a sales process record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-attachments-l2c-process-management.md)**  
Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
-   **[View and send emails in Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/view-send-emails-sales-process.md)**  
View consolidated emails for all hard-linked entities monitored in a sales process record and compose emails from the sales process dashboard.
-   **[Linking, delinking, and link conversion conditions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/conditions-link-delink-toggle-records.md)**  
Several conditions can enable or disable you from linking, delinking, and hard or soft-linking records in Lead-to-Cash Process Management.
-   **[Create business process tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-business-process-tasks.md)**  
Track tasks for sales process records in Lead-to-Cash Process Management such as the closure of all linked opportunities or generating orders.

**Parent Topic:**[Using order operations applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-order-operations.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)