Add and view the details of a lead

  • Release version: Australia
  • Updated March 12, 2026
  • 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 CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All 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.
    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.