---
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


---

# Add and view the details

# Add and view the details of a lead {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Details tab to add more information about your lead.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to LeadsAll and select the lead that you're working with.
3. Fill in the information on the Details tab.  
   For more information on the description of the field values, see [Lead details form](https://www.servicenow.com/docs/K_PPsgZgXVyAIck3R2zEsg "Field descriptions for editing or reviewing details on the Lead form for Lead Management.").
4. Select Save.

## What to do next

Use the Product Catalog tab to add products to your lead. To learn more, see [Add products to a lead](https://www.servicenow.com/docs/aFI9P_tiHm6BXYS~tlZKIw "Use the Catalog tab in the Lead Management to add products to your lead.").
**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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