---
title: Manage leads using Kanban view
description: Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-use-kanban-view.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]
---

# Manage leads using Kanban view

Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.

## Before you begin

Role required: sales\_agent

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Leads** > **All**.

3.  Select the **View Kanban** button.

    By default, the leads are grouped by different stages and displayed on the page.

    -   To change a lead stage, drag the lead card from one state and drop it into another state.
    -   To view the leads by different categories, such as industry, source, and reason, select **Group by:** drop-down menu on the page.
    -   You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots \[Omitted image "icon-three-dots.png"\] Alt text: either on a lead card or vertical leads stage header.
    -   To create a new lead directly from this page, select **New** button. To learn more, see [Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.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)