---
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


---

# View the details of a lead

# View the details of a lead {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 LeadsAll and select the lead that you're working with.
3. Fill in additional information on the Details tab.  
   {#lead-management-details-tab__table_z4p_rfx_zcc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated number of your lead record. |
   | Lead Group | Group to which your lead belongs. |
   | Owner | The user persona who owns this lead. |
   | Industry | The industry to which the lead belongs. |
   | Website | Website of the business customer for your lead. |
   | Phone | Mobile or business phone number. |
   | Stage | Stage of your lead, such as New or Contacted or Nurturing or Qualified or Disqualified. |
   | Lead Type | Type of lead, such as New Business or Existing Business. |
   | Lead Source | Originator of the lead. |
   | Account | Account name for the lead. |
   | Lead Score | Score for the lead. |
   | Contact | Contact details of your lead. |
   | Lead Rating | Ratings for the lead, such as, Cold, Warm, Hot, and Super Hot. |
   | Address | Address of the lead account. |
   | Customer Preferences | Preferences that are given by the lead account, such as: Do Not Call, Do Not Share, and Do Not Email. |
   | System Information | System information, such as time of the lead creation and the user who has created the lead. |
   | Notes | Work notes for the lead. |
   [Table 1. Details tab for lead]

   {#lead-management-details-tab__table_z4p_rfx_zcc}

   To learn more, see [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.").
4. Select Save.

## What to do next

[Add products to a lead](https://servicenow-prod.fluidtopics.net/kFpHPRCWOfnxCs3SzQ4RvQ "Use the Catalog tab in the Lead Management to add products to your lead.").

*[\>]: and then