---
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


---

# Manage leads using Kanban view

# Manage leads using Kanban view {#ariaid-title1}

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

Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll.
3. Select the View Kanban button.  
   By default, the leads are grouped by different stages and displayed on the page.
   * To change a lead stage, drag the lead card from one state and drop it into another state.
   * To view the leads by different categories, such as industry, source, and reason, select Group by: drop-down menu on the page.
   * You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots (![]()) either on a lead card or vertical leads stage header.
   * To create a new lead directly from this page, select New button. 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.").
   {#lead-management-use-kanban-view__ul_cb2_wkt_c1c}

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