Assign a lead

task australia Updated Sep 10, 2026 1 min read lead-management-assign-lead.md

Raw file servicenow.com

Assign a lead to a sales agent in Lead Management.

Before you begin

Role required: sales_agent or sales_manager

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Leads > All and select an existing lead that you're working with.
- On the Leads- All page, select Assign to.
- Open the lead record, select three-dot menu [Omitted image "icon-three-dot-menu.png"] Alt text: at the top-right corner on the lead header and select Assign to. To Create a lead, 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.
On the Assign leads to dialogue box, select Owner and choose a sales agent.

You can select the box if you want to reassign all the tasks from the selected leads to this sales agent.
Select Assign.

What to do next

To learn more, see Using Lead Management.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

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---
title: Assign a lead
description: Assign a lead to a sales agent in Lead Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-assign-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]
---

# Assign a lead

Assign a lead to a sales agent in Lead Management.

## Before you begin

Role required: sales\_agent or sales\_manager

## Procedure

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

2.  Navigate to **Leads** &gt; **All** and select an existing lead that you're working with.

    -   On the **Leads- All** page, select **Assign to**.
    -   Open the lead record, select three-dot menu \[Omitted image "icon-three-dot-menu.png"\] Alt text: at the top-right corner on the lead header and select **Assign to**.
    To [Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.md), 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.  On the **Assign leads to** dialogue box, select **Owner** and choose a sales agent.

    You can select the box if you want to reassign all the tasks from the selected leads to this sales agent.

4.  Select **Assign**.


## What to do next

To learn more, see [Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.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)