---
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


---

# Add lead tasks

# Add 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 lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.

## Before you begin

Role required: sales_agent

## Procedure

1. Navigate to List view ![]()and select Leads - All.
2. From the Leads List window, select the lead you want to work with.
   * On the Leads- All page, select Create task.
   * Open the lead record, select the Tasks tab and select New to start a new lead task or select an existing lead task to make changes.

   {#lead-management-use-tasks-tab__choices_ymn_mtj_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. Fill in the fields in the Create task for lead form.  
   {#lead-management-use-tasks-tab__table_jtn_5t3_1cc__entry__2}

   | Field | Description |
   |-|-|
   | Short description | Description about the lead task. |
   | State | State of the lead task. |
   | Due date | Date by which the lead task has to complete. |
   | Assigned to | Name of the sales agent to whom this lead task is assigned. |
   [Table 1. Create task for lead]

   {#lead-management-use-tasks-tab__table_jtn_5t3_1cc}
4. Select Create Task.  
   This task is added to the lead.

## What to do next

You can create appointments in your lead tasks. To learn more, see [Create appointments](https://servicenow-prod.fluidtopics.net/XZ6DItz0oJ4K5n0OMR8UYg "Create appointments with the required stakeholders to move the business discussion forward for your opportunity.").