Add and view the details of a lead
task brazil Updated Sep 10, 2026 1 min read lead-management-details-tab.md
Use the Details tab to add more information about your lead.
Before you begin
Role required: sales_agent
Procedure
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In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
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Navigate to Leads > All and select the lead that you’re working with.
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Fill in the information on the Details tab.
For more information on the description of the field values, see Lead details form.
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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.
Parent Topic:Using Lead Management
Related topics
47 lines · 1.7 KB
---
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/order-management/lead-management-details-tab.html
release: brazil
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/brazil/markdown/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/brazil/markdown/order-management/lead-management-add-product.md).
**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-using.md)
**Related topics**
[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-lead-management.md)
[Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management.md)
| 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/order-management/lead-management-details-tab.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Lead ManagementSales automation appsUseSales Customer Relationship Management |