---
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


---

# Assign lead

# Assign a lead {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign a lead to a sales agent in Lead Management.

## Before you begin

Role required: sales_agent or sales_manager

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to LeadsAll and select an existing lead that you're working with.
   * On the Leads- All page, select Assign to.
   * Open the lead record, select three-dot menu ![]() at the top-right corner on the lead header and select Assign to.

   {#lead-management-assign-lead__choices_kwz_y3j_dcc}  
   To [Create a lead](https://www.servicenow.com/docs/0ILEy7l8rID96Lnw849SUw "Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source."), select New.  
   Note:  
   Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.
3. On the Assign leads to dialogue box, select Owner and choose a sales agent.  
   You can select the box if you want to reassign all the tasks from the selected leads to this sales agent.
4. Select Assign.

## What to do next

To learn more, see [Using Lead Management](https://www.servicenow.com/docs/vDw9aarUeFkGPuOlwvxMnQ "Use the Lead Management to create 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.")

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