Create a lead

---
title: Create a lead
description: Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-new-lead.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Create a lead

Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.

## Before you begin

Role required: sales\_agent

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Leads** > **All** and select **New**.

3.  On the form, fill in the fields.

<table id="table_l5h_plz_hcc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

First Name

</td><td>

First name of the lead.

</td></tr><tr><td>

Last Name

</td><td>

Last name of the lead.

</td></tr><tr><td>

Email

</td><td>

Email address of the lead.

</td></tr><tr><td>

Mobile Phone

</td><td>

Mobile number of the lead.

</td></tr><tr><td>

Business Phone

</td><td>

Business phone number of the lead.

</td></tr><tr><td>

Title

</td><td>

Title of the lead.

</td></tr><tr><td>

Company

</td><td>

Company name of the lead.

</td></tr><tr><td>

Stage

</td><td>

Current stage of the lead in the sales lifecycle. The available options are:-   New
-   Contacted
-   Nurturing
-   Qualified
-   Disqualified


</td></tr><tr><td>

Lead Source

</td><td>

Channel or origin through which the lead was acquired. The available options are: -   Inbound Phone
-   Inbound Web
-   Partner Referral
-   3rd Party Referral
-   Employee Referral
-   List
-   Trade Show
-   Pr
-   Display Ad
-   Billboard
-   AI-Suggested
-   Other


</td></tr></tbody>
</table>4.  Select **Create Lead**.

    A message confirms that the lead was created. To continue working on the lead, select the link in the message.

5.  Select **Refresh** \[Omitted image "icon-refresh.png"\] Alt text: to see the new lead in the list.


## What to do next

Start adding more information to your lead. To learn more, see [Add and view the details of a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-details-tab.md).

**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md)

**Related topics**  


[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md)

[Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)