Components installed with Lead Management

Several types of components are installed with activation of the Lead Management plugin, including tables and user roles.

Roles installed

<table id=“table_rt5_bzl_nhc”><thead><tr><th>

Role title [name]

</th><th>

Description

</th><th>

Contains roles

</th></tr></thead><tbody><tr><td>

Lead writer [sn_lead_mgmt_core.lead_writer]

</td><td>

A granular role created to give write access to Lead and Lead Line Item.

</td><td>

sn_lead_mgmt_core.lead_viewer

</td></tr><tr><td>

Lead integrator [sn_lead_mgmt_core.lead_integrator]

</td><td>

Lead integrator have access to call the REST APIs of lead.

</td><td>

• sn_crm_touchpoint.touchpoint_writer

• sn_lead_mgmt_core.lead_writer

• sn_meeting_mgmt.meeting_creator

</td></tr><tr><td>

Lead responsibility write granular [sn_lead_mgmt_core.lead_responsibility_write_granular]

</td><td>

Provides granular access to lead and related entities through the responsibility framework.

</td><td>

sn_lead_mgmt_core.lead_responsibility_read_granular

</td></tr><tr><td>

Lead responsibility read granular [sn_lead_mgmt_core.lead_responsibility_read_granular]

</td><td>

Provides granular read-only access to lead and its related entities through the responsibility framework.

</td><td>

None

</td></tr><tr><td>

Lead agent [sn_lead_mgmt_core.lead_agent]

</td><td>

Lead agent can perform CRUD operations on Lead and related tables.

</td><td>

• sn_customerservice.csm_workspace_user

• sn_lead_mgmt_core.lead_writer

• sn_meeting_mgmt.meeting_creator

• sn_crm_touchpoint.touchpoint_writer

</td></tr><tr><td>

Lead admin [sn_lead_mgmt_core.lead_admin]

</td><td>

An admin role created to give create, update, read, and delete access on lead tables.

</td><td>

• sn_crm_touchpoint.admin

• sn_lead_mgmt_core.lead_agent

• sn_lead_mgmt_core.lead_integrator

</td></tr><tr><td>

Lead viewer [sn_lead_mgmt_core.lead_viewer]

</td><td>

A granular role created to give read access to Lead and Lead Line Item.

</td><td>

• sn_csm_ctxrul_mgt.context_variable_viewer

• sn_prd_pm.product_catalog_viewer

• canvas_user

• sn_csm_ctxrul_mgt.rule_matrix_viewer

</td></tr></tbody> </table>## Tables installed

<table id=“table_hqn_hjk_phc”><thead><tr><th>

Table

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Lead Needs

sn_lead_mgmt_lead_needs

</td><td>

Specific requirements or expectations of a customer.

</td></tr><tr><td>

Lead Line Item

sn_lead_mgmt_core_lead_line_item

</td><td>

Individual product entry within a lead.

</td></tr><tr><td>

Lead Task

sn_lead_mgmt_core_lead_task

</td><td>

A specific action or activity assigned to manage or progress a lead, such as follow-up calls, sending proposals, or scheduling meetings.

</td></tr><tr><td>

Lead

sn_lead_mgmt_core_lead

</td><td>

Prospective customers who have expressed their interest through various channels, such as website forms, social media, or events.

</td></tr></tbody> </table>Parent Topic:Lead Management reference