---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Lead Management

# Using Lead Management {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Use the Lead Management to create your lead.

## Lead Management interface {#lead-management-using__section_lv2_tvl_wbc}

The Lead Management interface contains the following tabs:
{#lead-management-using__table_hqs_kwl_wbc__entry__2}

| Tab | Description |
|-|-|
| [Details tab](https://servicenow-prod.fluidtopics.net/L_UfiA6B8VrKQrvHprZCdA "Use the Details tab to add more information about your lead.") | Add basic information for your lead. |
| [Catalog tab](https://servicenow-prod.fluidtopics.net/tzTDD1MF1e49XMgn8MUfdg "Use the Catalog tab in the Lead Management to add products to your lead.") | Search for and add product offerings to your lead. |
| [Needs tab](https://servicenow-prod.fluidtopics.net/PNiWzUd6demaDftj8v8oNQ "Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.") | Lists the need templates that provide product recommendations for a lead. |
| [Tasks tab](https://servicenow-prod.fluidtopics.net/rFEpZl8IaMfuUMfhaERApQ "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.") | Create lead tasks. |
| [Appointments tab](https://servicenow-prod.fluidtopics.net/vEk~8X~6_l4vbLQ_VOc3SA "Create appointments with your stakeholders to conduct business discussions for your lead.") | Create appointments for your lead. |
| [Line items tab](https://servicenow-prod.fluidtopics.net/sB9GkLqlUxI73J_2nYD23g "Create a new product line item for your lead by entering the details, such as product offering and quantity.") | Add different line items to a lead. |
| [Emails tab](https://servicenow-prod.fluidtopics.net/KBKz4OMaMeBiJmMHedDSzQ "Create an email to communicate the product information to your customer as per the business requirements.") | Create emails to communicate with the required stakeholders. |
[Tabelle : 1. Lead Management tabs]

{#lead-management-using__table_hqs_kwl_wbc}
* **[Create a lead](https://servicenow-prod.fluidtopics.net/7czqFEiYbSxEGsElH_PJcA)**   
  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://servicenow-prod.fluidtopics.net/E3j86Xj9nsOFDjaRfyp1_g)**   
  Edit or update a lead in Lead Management.
* **[Assign a lead](https://servicenow-prod.fluidtopics.net/nKJQTWlapQoNbV0GDNIJJA)**   
  Assign a lead to a sales agent in Lead Management.
* **[Add and view the details of a lead](https://servicenow-prod.fluidtopics.net/L_UfiA6B8VrKQrvHprZCdA)**   
  Use the Details tab to add more information about your lead.
* **[Add products to a lead](https://servicenow-prod.fluidtopics.net/tzTDD1MF1e49XMgn8MUfdg)**   
  Use the Catalog tab in the Lead Management to add products to your lead.
* **[Get product recommendations for leads using needs analysis](https://servicenow-prod.fluidtopics.net/PNiWzUd6demaDftj8v8oNQ)**   
  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://servicenow-prod.fluidtopics.net/sB9GkLqlUxI73J_2nYD23g)**   
  Create a new product line item for your lead by entering the details, such as product offering and quantity.
* **[Add lead tasks](https://servicenow-prod.fluidtopics.net/rFEpZl8IaMfuUMfhaERApQ)**   
  Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.
* **[Compose emails](https://servicenow-prod.fluidtopics.net/KBKz4OMaMeBiJmMHedDSzQ)**   
  Create an email to communicate the product information to your customer as per the business requirements.
* **[Manage leads using Kanban view](https://servicenow-prod.fluidtopics.net/GLmWkL9_KluO1gUW5OW8pQ)**   
  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://servicenow-prod.fluidtopics.net/c7AH_oYjUNYDuw7L8KeCvQ)**   
  Convert a lead into an opportunity in Lead Management.
* **[Disqualify a lead](https://servicenow-prod.fluidtopics.net/TzdX5e_oVad_xFcxFKLIKA)**   
  Disqualify a lead in Lead Management.
* **[Export leads](https://servicenow-prod.fluidtopics.net/R1IxRnJk7n0BpuoSpT0vlQ)**   
  You can export a quote as a JSON file in Lead Management and provide it to a customer.