---
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


---

# Lead Management

# Using Lead Management {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Lead Management to create your lead.

## Lead Management interface {#lead-management-using__section_lv2_tvl_wbc}

The Lead Management interface contains the following tabs:
{#lead-management-using__table_hqs_kwl_wbc__entry__2}

| Tab | Description |
|-|-|
| [Details tab](https://www.servicenow.com/docs/bknkVL8v7eX0fmOwyDKNfA "Use the Details tab to add more information about your lead.") | Add basic information for your lead. |
| [Catalog tab](https://www.servicenow.com/docs/Xdnfhr0V2YGxqUURc_4vEw "Use the Catalog tab in the Lead Management to add products to your lead.") | Search for and add product offerings to your lead. |
| [Needs tab](https://www.servicenow.com/docs/MztTxiixmqdNjyd3V2N3ww "Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.") | Lists the need templates that provide product recommendations for a lead. |
| [Tasks tab](https://www.servicenow.com/docs/ZMzESwHmvo95I8oUytL2KQ "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.") | Create lead tasks. |
| [Appointments tab](https://www.servicenow.com/docs/n0f9s7boAR59d6RUOYbS_g "Create appointments with your stakeholders to conduct business discussions for your lead.") | Create appointments for your lead. |
| [Line items tab](https://www.servicenow.com/docs/fZywUd3LWoNhcSZafuG_YA "Create a new product line item for your lead by entering the details, such as product offering and quantity.") | Add different line items to a lead. |
| [Emails tab](https://www.servicenow.com/docs/51KB4GdBv2caA8MsrmVYzw "Create an email to communicate the product information to your customer as per the business requirements.") | Create emails to communicate with the required stakeholders. |
[Table 1. Lead Management tabs]

{#lead-management-using__table_hqs_kwl_wbc}
* **[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.
* **[Update a lead](https://www.servicenow.com/docs/_zYGc6QpeX~wczStDLhvlw)**   
  Edit or update a lead in Lead Management.
* **[Assign a lead](https://www.servicenow.com/docs/qULfqRRyr4MDQ7T7pkqpJg)**   
  Assign a lead to a sales agent in Lead Management.
* **[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.
* **[Add products to a lead](https://www.servicenow.com/docs/Xdnfhr0V2YGxqUURc_4vEw)**   
  Use the Catalog tab in the Lead Management to add products to your lead.
* **[Get product recommendations for leads using needs analysis](https://www.servicenow.com/docs/MztTxiixmqdNjyd3V2N3ww)**   
  Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.
* **[Add line items to a lead](https://www.servicenow.com/docs/fZywUd3LWoNhcSZafuG_YA)**   
  Create a new product line item for your lead by entering the details, such as product offering and quantity.
* **[Add lead tasks](https://www.servicenow.com/docs/ZMzESwHmvo95I8oUytL2KQ)**   
  Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.
* **[Manage touchpoints on a lead](https://www.servicenow.com/docs/Jm37TvcsyY2rco2f1tGzTQ)**   
  View, create, and delete touchpoints associated with a lead from the touchpoints related list.
* **[Compose emails](https://www.servicenow.com/docs/51KB4GdBv2caA8MsrmVYzw)**   
  Create an email to communicate the product information to your customer as per the business requirements.
* **[Schedule a meeting from a lead](https://www.servicenow.com/docs/WCx5mdFe39YsaO13s08_cQ)**   
  Schedule a client meeting directly from a lead record to associate it with the lead.
* **[Manage leads using Kanban view](https://www.servicenow.com/docs/phUBsFTs~DrSTTIkgVAdhQ)**   
  Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
* **[Convert a lead into an opportunity](https://www.servicenow.com/docs/FxcyU5aYrtsmYsmRl5DOZQ)**   
  Convert a lead into an opportunity in Lead Management.
* **[Disqualify a lead](https://www.servicenow.com/docs/aQ9kRjzgA6u1jomYwgZRvA)**   
  Disqualify a lead in Lead Management.
* **[Export leads](https://www.servicenow.com/docs/5KAa60CgwqQQNeP27IkpIw)**   
  You can export a quote as a JSON file in Lead Management and provide it to a customer.

**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.")