---
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 appointments for lead tasks

# Create appointments for lead tasks {#ariaid-title1}

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

Create appointments with your stakeholders to conduct business discussions for your lead.

## Before you begin

Role required: sales_agent

## About this task

You can create appointments only after creating a lead task. To create a lead task, see [Add lead tasks](https://servicenow-prod.fluidtopics.net/aXll~FJT40mtqB1_B4a0Tg "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.").

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadAll.
3. Select the lead task you want to work with and select the Appointments tab.
4. Select New to start a new appointment or select an existing appointment to make changes.
5. Fill in the fields in the Create New Appointment form.  
   {#lead-management-create-appointment__table_wl1_4jf_bcc__entry__2}

   | Fields | Descriptions |
   |-|-|
   | From | Email id of the sender. |
   | To | Email id of the receiver. |
   | Activity state | State of the appointment. |
   | Start time | Start time of your appointment. |
   | End time | End time of your appointment. |
   | Reminder | Time interval for a reminder. |
   | Subject | Subject information of your appointment. |
   | Location | Location of your appointment. |
   | Message | Additional information for your appointment. |
   [Table 1. Create New Appointment form]

   {#lead-management-create-appointment__table_wl1_4jf_bcc}
6. Select Save to save the appointment and send it later or select Send activity to send it now.

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