{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":8151,"path":"delta-xanadu-australia/australia-xanadu-leadmanagement-release-notes.md","title":"Combined Lead Management release notes for upgrades from Xanadu to Australia","bundle":null,"doc_type":null,"release":"australia","body":"\n# Combined Lead Management release notes for upgrades from Xanadu to Australia\n\nConsolidated page of all release notes for Lead Management from Xanadu to Australia.\n\n## How to use this page\n\nTo help you prepare for your upgrade, we have combined the cross-family Lead Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Australia.\n\n**Tip:** If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says \"No updates for this release.\"\n\n## Important information for upgrading Lead Management to Australia\n\nBefore you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## New features\n\nBetween your current release family and Australia, new features were introduced for Lead Management.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\n-   **[Create a lead](https://www.servicenow.com/docs/access?context=create-new-lead&family=xanadu&ft:locale=en-US)**\n\nCreate and manage your leads for potential sales opportunities.\n\n-   **[Needs analysis using lead workspace](https://www.servicenow.com/docs/access?context=lead-management-use-needs-analysis&family=xanadu&ft:locale=en-US)**\n\nUnderstand your lead's needs through questionnaires, and recommend and capture the product offering through lead line items.\n\n-   **[Manage leads using Kanban view](https://www.servicenow.com/docs/access?context=lead-management-use-kanban-view&family=xanadu&ft:locale=en-US)**\n\nQuickly assess the status of your various leads by navigating and visualizing these leads across different stages with the help of a Kanban board that shows a card-based view of your leads.\n\n-   **[Nurture leads and track lead activities](https://www.servicenow.com/docs/access?context=lead-management-use-emails-tab&family=xanadu&ft:locale=en-US)**\n\nCompose emails, create tasks, and schedule appointments to nurture leads by tracking the interest and need analyses of your leads.\n\n-   **[Convert leads to opportunities](https://www.servicenow.com/docs/access?context=lead-management-use-convert-lead&family=xanadu&ft:locale=en-US)**\n\nQualify leads by creating opportunities for new and existing contacts.\n\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\n-   **[REST APIs for Lead Management](https://www.servicenow.com/docs/access?context=create-new-lead&family=yokohama&ft:locale=en-US)**\n\nREST APIs provide the following capabilities:\n\n    -   Integrate lead management with external applications and websites.\n    -   Create and modify leads and lead line items from applications like marketing automation systems.\n    -   Retrieve leads and lead line items from your ServiceNow instance.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\n-   **[Manage touchpoints](https://www.servicenow.com/docs/access?context=manage-touchpoints-lead&family=australia&ft:locale=en-US)**\n\nCreate touchpoints, log interaction activities, and schedule meetings directly from a lead record to track all client interactions in one place throughout the lead lifecycle. You can choose between the new meetings construct and existing appointment records for priority meeting scheduling.\n\n\n -   **[View touchpoint records for a task](https://www.servicenow.com/docs/access?context=lead-management-use-tasks-tab&family=australia&ft:locale=en-US)**\n\nRecord early customer interactions and associate tasks with ongoing engagement throughout the pre‑deal sales lifecycle by:\n\n    -   Creating a touchpoint from a lead to capture interactions such as discovery calls, follow‑up emails, or qualification meetings.\n    -   Linking a task to a lead touchpoint to track follow‑up work related to an ongoing engagement until the lead is converted.\n\n</td></tr></tbody>\n</table>## Changes\n\nBetween your current release family and Australia, some changes were made to existing Lead Management features.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Removed\n\nBetween your current release family and Australia, some Lead Management features or functionality were removed.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Deprecations\n\nBetween your current release family and Australia, some Lead Management features or functionality were deprecated.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Activation information\n\nReview information on how to activate Lead Management.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nInstall Lead Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=xanadu&ft:locale=en-US).\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\n-   **Activation information**\n\nInstall Lead Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US).\n\n\n**Important:** Lead Management is available in the ServiceNow Store. For details, see the \"Activation information\" section of these release notes.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\n-   **Activation information**\n\nInstall Lead Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US).\n\n\n**Important:** Lead Management is available in the ServiceNow Store. For details, see the \"Activation information\" section of these release notes.\n\n</td></tr></tbody>\n</table>## Additional requirements\n\nIf any additional requirements were introduced or changed for Lead Management we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Browser requirements\n\nIf any specific browser requirements were introduced or changed for Lead Management we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Accessibility information\n\nReview details on accessibility information for Lead Management, such as specific requirements or compliance levels.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Localization information\n\nIf there are specific localization considerations for Lead Management we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Highlight information\n\nIf there are specific highlight considerations for Lead Management we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nXanadu\n\n</td><td>\n\n-   Create leads on the ServiceNow AI Platform by capturing the interest of prospective customers through various channels, such as website forms, social media, or events.\n-   Track the progress of your leads through different stages of the sales cycle.\n-   Understand your lead's needs and requirements through questionnaires, and recommend and capture the product offerings through lead line items.\n-   Visualize and navigate your leads by using a Kanban board that shows a card-based view of your leads and their stages.\n-   Create and assign tasks, send emails, or schedule appointments with leads.\n-   Qualify and convert leads to potential customer records and opportunities.\n\n See [Lead Management](https://www.servicenow.com/docs/access?context=lead-management&family=xanadu&ft:locale=en-US) for more information.\n\n</td></tr><tr><td>\n\nYokohama\n\n</td><td>\n\n-   REST APIs enable seamless integration of lead management with external applications and provide other capabilities.\n-   REST APIs enable customers to create, update, and retrieve leads and lead line items from the ServiceNow instance.\n\n See [Lead Management](https://www.servicenow.com/docs/access?context=lead-management&family=yokohama&ft:locale=en-US) for more information.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\n-   Record early customer interactions and associate tasks with ongoing lead engagement using touchpoints throughout the pre‑deal sales lifecycle.\n-   Enable lead agents to create touchpoints, log interaction activities, and schedule meetings directly from a lead record to track all client interactions in one place throughout the lead lifecycle.\n\n See [Lead Management](https://www.servicenow.com/docs/access?context=lead-management&family=australia&ft:locale=en-US) for more information.\n\n</td></tr></tbody>\n</table>**Parent Topic:**[Products combined by family](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/delta-xanadu-australia/rn-combined-intro.md)\n\n"}}