---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a lead

# Create a lead {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll and select New.
3. On the form, fill in the fields.  
   {#create-new-lead__table_l5h_plz_hcc__entry__2}

   | Field | Description |
   |-|-|
   | First Name | First name of the lead. |
   | Last Name | Last name of the lead. |
   | Email | Email address of the lead. |
   | Mobile Phone | Mobile number of the lead. |
   | Business Phone | Business phone number of the lead. |
   | Title | Title of the lead. |
   | Company | Company name of the lead. |
   | Stage | Stage of the lead. |
   | Lead Source | Source of the lead. |
   [Table 1. Create new lead]

   {#create-new-lead__table_l5h_plz_hcc}
4. Select Create Lead.  
   A message confirms that the lead was created. To continue working on the lead, select the link in the message.
5. Select Refresh ![]() to see the new lead in the list.

## What to do next

Start adding more information to your lead. To learn more, see [View the details of a lead](https://servicenow-prod.fluidtopics.net/0YZx8Xv8O9Sx9RufSp3C6Q "Use the Details tab to add more information about your lead.").

*[\>]: and then