Add and view the details of a lead

---
title: Add and view the details of a lead
description: Use the Details tab to add more information about your lead.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-details-tab.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]
---

# Add and view the details of a lead

Use the Details tab to add more information about your lead.

## 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 the lead that you’re working with.

3.  Fill in the information on the Details tab.

    For more information on the description of the field values, see [Lead details form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-details-form.md).

4.  Select **Save**.


## What to do next

Use the Product Catalog tab to add products to your lead. To learn more, see [Add products to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-add-product.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)