Create appointments for lead tasks

---
title: Create appointments for lead tasks
description: Create appointments with your stakeholders to conduct business discussions for your lead.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-create-appointment.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Add lead tasks, Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Create appointments for lead tasks

Create appointments with your stakeholders to conduct business discussions for your lead.

## Before you begin

Role required: sales\_agent

## About this task

You can create appointments only after creating a lead task. To create a lead task, see [Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.md).

## Procedure

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

2.  Navigate to **Lead** > **All**.

3.  Select the lead task you want to work with and select the **Appointments** tab.

4.  Select **New** to start a new appointment or select an existing appointment to make changes.

5.  Fill in the fields in the Create New Appointment form.

    For description of the field values, see [Create new appointment form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-lead-appointment-form.md).

6.  Select **Save** to save the appointment and send it later or select **Send activity** to send it now.


**Parent Topic:**[Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-tasks-tab.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)