---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create lead

# Create a lead {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to LeadsAll and select New.
3. On the form, fill in the fields.  
   {#create-new-lead__table_l5h_plz_hcc__entry__2}

   | Field | Description |
   |-|-|
   | First Name | First name of the lead. |
   | Last Name | Last name of the lead. |
   | Email | Email address of the lead. |
   | Mobile Phone | Mobile number of the lead. |
   | Business Phone | Business phone number of the lead. |
   | Title | Title of the lead. |
   | Company | Company name of the lead. |
   | Stage | Current stage of the lead in the sales lifecycle. The available options are: * New * Contacted * Nurturing * Qualified * Disqualified {#create-new-lead__ul_fry_b1j_1jc} |
   | Lead Source | Channel or origin through which the lead was acquired. The available options are: * Inbound Phone * Inbound Web * Partner Referral * 3rd Party Referral * Employee Referral * List * Trade Show * Pr * Display Ad * Billboard * AI-Suggested * Other {#create-new-lead__ul_ltz_dy3_1jc} |
   [Table 1. Create new lead]

   {#create-new-lead__table_l5h_plz_hcc}
4. Select Create Lead.  
   A message confirms that the lead was created. To continue working on the lead, select the link in the message.
5. Select Refresh ![]() to see the new lead in the list.

## What to do next

Start adding more information to your lead. To learn more, see [Add and view the details of a lead](https://www.servicenow.com/docs/bknkVL8v7eX0fmOwyDKNfA "Use the Details tab to add more information about your lead.").
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/hDLqTE8qYLPN7hJMw~zaBA "Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.")
* [Lead Management](https://www.servicenow.com/docs/nM7p9AzB1XOJQgtVIA1JDQ "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")

*[\>]: and then