---
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 lead tasks

# Add 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 lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.

## Before you begin

Role required: sales_agent

## Procedure

1. Navigate to List view and select Leads - All.
2. From the Leads List window, select the lead you want to work with.
   * On the Leads- All page, select Create task.
   * Open the lead record, select the Tasks tab and select New to start a new lead task or select an existing lead task to make changes.

   {#lead-management-use-tasks-tab__choices_ymn_mtj_dcc}  
   To [Create a lead](https://www.servicenow.com/docs/54ISYXAzcTH64QpUvB92mQ "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 Create New Lead Task form, fill in the fields.  
   For a description of the field values, see [Create new lead task form](https://www.servicenow.com/docs/BAUt1LLQqATqnXvJBjhUzA "Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.").
4. Select Create Task.  
   This task is added to the lead.

## What to do next

You can create appointments in your lead tasks. To learn more, see [Create an appointment from Opportunity Management](https://www.servicenow.com/docs/CHjblJtW9sTIeeTUFsy6kg "Create appointments with the required stakeholders to move the business discussion forward for your opportunity.").
* **[Create appointments for lead tasks](https://www.servicenow.com/docs/HSTGm4Z55f1cUzLJgQF2Xg)**   
  Create appointments with your stakeholders to conduct business discussions for 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.")