---
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


---

# Assign a lead

# Assign a lead {#ariaid-title1}

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

Assign a lead to a sales agent in Lead Management.

## Before you begin

Role required: sales_agent or sales_manager

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll and select an existing lead that you're working with.
   * On the Leads- All page, select Assign to.
   * Open the lead record, select three-dot menu ![]()) at the top-right corner on the lead header and select Assign to.

   {#lead-management-assign-lead__choices_kwz_y3j_dcc}  
   To [Create a lead](https://servicenow-prod.fluidtopics.net/dZEigPqJdU8kT0J9HQsepA "Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source."), select New.  
   Note:  
   Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.
3. On the Assign leads to dialogue box, select Owner and choose a sales agent.  
   You can select the box if you want to reassign all the tasks from the selected leads to this sales agent.
4. Select Assign.

## What to do next

To learn more, see [Using Lead Management](https://servicenow-prod.fluidtopics.net/3G3HlLqKG3Vp62y2dA_Yrw "Use the Lead Management to create your lead.").

*[\>]: and then