---
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


---

# Using Lead Management

# Using Lead Management {#ariaid-title1}

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

Use the Lead Management to create your lead.

## Lead Management interface {#lead-management-using__section_lv2_tvl_wbc}

The Lead Management interface contains the following tabs:
{#lead-management-using__table_hqs_kwl_wbc__entry__2}

| Tab | Description |
|-|-|
| [Details tab](https://servicenow-prod.fluidtopics.net/0YZx8Xv8O9Sx9RufSp3C6Q "Use the Details tab to add more information about your lead.") | Add basic information for your lead. |
| [Catalog tab](https://servicenow-prod.fluidtopics.net/kFpHPRCWOfnxCs3SzQ4RvQ "Use the Catalog tab in the Lead Management to add products to your lead.") | Search for and add product offerings to your lead. |
| [Needs tab](https://servicenow-prod.fluidtopics.net/hIgp6hCTcLn7cy3MjGF1kg "Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.") | Lists the need templates that provide product recommendations for a lead. |
| [Tasks tab](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.") | Create lead tasks. |
| [Appointments tab](https://servicenow-prod.fluidtopics.net/2HQ9ocA~ywLZgg5lmEAKdw "Create appointments with your stakeholders to conduct business discussions for your lead.") | Create appointments for your lead. |
| [Line items tab](https://servicenow-prod.fluidtopics.net/wkmFE29Q0W0wJXbJ7kalOA "Create a new product line item for your lead by entering the details, such as product offering and quantity.") | Add different line items to a lead. |
| [Emails tab](https://servicenow-prod.fluidtopics.net/OcTEpPDSraJhEzseH4yL~g "Create an email to communicate the product information to your customer as per the business requirements.") | Create emails to communicate with the required stakeholders. |
[Table 1. Lead Management tabs]

{#lead-management-using__table_hqs_kwl_wbc}