Manage leads using Kanban view

task australia Updated Sep 10, 2026 1 min read lead-management-use-kanban-view.md

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Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.

Before you begin

Role required: sales_agent

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Leads > All.
Select the View Kanban button.

By default, the leads are grouped by different stages and displayed on the page.
- To change a lead stage, drag the lead card from one state and drop it into another state.
- To view the leads by different categories, such as industry, source, and reason, select Group by: drop-down menu on the page.
- You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots [Omitted image "icon-three-dots.png"] Alt text: either on a lead card or vertical leads stage header.
- To create a new lead directly from this page, select New button. To learn more, see Create a lead.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

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---
title: Manage leads using Kanban view
description: Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-use-kanban-view.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]
---

# Manage leads using Kanban view

Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.

## 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** &gt; **All**.

3. Select the **View Kanban** button.

By default, the leads are grouped by different stages and displayed on the page.

- To change a lead stage, drag the lead card from one state and drop it into another state.
- To view the leads by different categories, such as industry, source, and reason, select **Group by:** drop-down menu on the page.
- You can take various actions for your leads, such as creating a lead task, assigning a lead, and composing an email by selecting the three vertical dots \[Omitted image "icon-three-dots.png"\] Alt text: either on a lead card or vertical leads stage header.
- To create a new lead directly from this page, select **New** button. To learn more, see [Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/create-new-lead.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)