--- title: Assign a lead description: Assign a lead to a sales agent in Lead Management. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-assign-lead.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management] --- # Assign a lead Assign a lead to a sales agent in Lead Management. ## Before you begin Role required: sales\_agent or sales\_manager ## Procedure 1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view. 2. Navigate to **Leads** > **All** and select an existing lead that you're working with. - On the **Leads- All** page, select **Assign to**. - Open the lead record, select three-dot menu \[Omitted image "icon-three-dot-menu.png"\] Alt text: at the top-right corner on the lead header and select **Assign to**. To [Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.md), 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 **Assign leads to** dialogue box, select **Owner** and choose a sales agent. You can select the box if you want to reassign all the tasks from the selected leads to this sales agent. 4. Select **Assign**. ## What to do next To learn more, see [Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md). **Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md) **Related topics** [Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md) [Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)