---
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


---

# Manage leads

# Manage leads using Kanban view {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to LeadsAll.
3. Select the View Kanban button.  
   By default, the leads are grouped by different stages and displayed on the page.
   * To change a lead stage, drag the lead card from one state and drop it into another state.
   * To view the leads by different categories, such as industry, source, and reason, select Group by: drop-down menu on the page.
   * You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots ![]() either on a lead card or vertical leads stage header.
   * To create a new lead directly from this page, select New button. To learn more, see [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.").
   {#lead-management-use-kanban-view__ul_cb2_wkt_c1c}
**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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