--- title: Using Lead Management description: Use the Lead Management to create your lead. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-using.html release: australia topic_type: concept last_updated: "2026-03-12" reading_time_minutes: 2 breadcrumb: [Sales automation apps, Use, Sales Customer Relationship Management] --- # Using Lead Management Use the Lead Management to create your lead. ## Lead Management interface The Lead Management interface contains the following tabs: |Tab|Description| |---|-----------| |[Details tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-details-tab.md)|Add basic information for your lead.| |[Catalog tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-add-product.md)|Search for and add product offerings to your lead.| |[Needs tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-needs-analysis.md)|Lists the need templates that provide product recommendations for a lead.| |[Tasks tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.md)|Create lead tasks.| |[Appointments tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-create-appointment.md)|Create appointments for your lead.| |[Line items tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-line-items-tab.md)|Add different line items to a lead.| |[Emails tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-emails-tab.md)|Create emails to communicate with the required stakeholders.| - **[Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.md)** Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source. - **[Update a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-edit-update.md)** Edit or update a lead in Lead Management. - **[Assign a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-assign-lead.md)** Assign a lead to a sales agent in Lead Management. - **[Add and view the details of a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-details-tab.md)** Use the Details tab to add more information about your lead. - **[Add products to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-add-product.md)** Use the Catalog tab in the Lead Management to add products to your lead. - **[Get product recommendations for leads using needs analysis](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-needs-analysis.md)** Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads. - **[Add line items to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-line-items-tab.md)** Create a new product line item for your lead by entering the details, such as product offering and quantity. - **[Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.md)** Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead. - **[Manage touchpoints on a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/manage-touchpoints-lead.md)** View, create, and delete touchpoints associated with a lead from the touchpoints related list. - **[Compose emails](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-emails-tab.md)** Create an email to communicate the product information to your customer as per the business requirements. - **[Schedule a meeting from a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/schedule-meeting-lead.md)** Schedule a client meeting directly from a lead record to associate it with the lead. - **[Manage leads using Kanban view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-kanban-view.md)** Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view. - **[Convert a lead into an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-convert-lead.md)** Convert a lead into an opportunity in Lead Management. - **[Disqualify a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-disqualify-lead.md)** Disqualify a lead in Lead Management. - **[Export leads](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-export-leads.md)** You can export a quote as a JSON file in Lead Management and provide it to a customer. **Parent Topic:**[Using sales automation applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-opportunity-mgt.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)