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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create appointments for lead tasks

# Create appointments for lead tasks {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create appointments with your stakeholders to conduct business discussions for your lead.

## Before you begin

Role required: sales_agent

## About this task

You can create appointments only after creating a lead task. To create a lead task, see [Add lead tasks](https://www.servicenow.com/docs/4YKfnsPlZ18ufBoH0h_cKA "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.").

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to LeadAll.
3. Select the lead task you want to work with and select the Appointments tab.
4. Select New to start a new appointment or select an existing appointment to make changes.
5. Fill in the fields in the Create New Appointment form.  
   For description of the field values, see [Create new appointment form](https://www.servicenow.com/docs/BFHEO_KDAiWFvnkofCJOIA "Field descriptions for editing or reviewing details on the Create New Appointment form in the Lead Management and CRM Touchpoints modules.").
6. Select Save to save the appointment and send it later or select Send activity to send it now.
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/mxt7Atr8Pv_SBv2DYM6ldQ "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/GuSHSFgU95bCP46DSoTjtA "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")

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