Using Lead Management

---
title: Using Lead Management
description: Use the Lead Management to create your lead.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/lead-management-using.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Sales automation apps, Use, Sales Customer Relationship Management]
---

# Using Lead Management

Use the Lead Management to create your lead.

## Lead Management interface

The Lead Management interface contains the following tabs:

|Tab|Description|
|---|-----------|
|[Details tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-details-tab.md)|Add basic information for your lead.|
|[Catalog tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-add-product.md)|Search for and add product offerings to your lead.|
|[Needs tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-needs-analysis.md)|Lists the need templates that provide product recommendations for a lead.|
|[Tasks tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-tasks-tab.md)|Create lead tasks.|
|[Appointments tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-create-appointment.md)|Create appointments for your lead.|
|[Line items tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-line-items-tab.md)|Add different line items to a lead.|
|[Emails tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-emails-tab.md)|Create emails to communicate with the required stakeholders.|

-   **[Create a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/create-new-lead.md)**  
Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.
-   **[Update a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-edit-update.md)**  
Edit or update a lead in Lead Management.
-   **[Assign a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-assign-lead.md)**  
Assign a lead to a sales agent in Lead Management.
-   **[Add and view the details of a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-details-tab.md)**  
Use the Details tab to add more information about your lead.
-   **[Add products to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-add-product.md)**  
Use the Catalog tab in the Lead Management to add products to your lead.
-   **[Get product recommendations for leads using needs analysis](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-needs-analysis.md)**  
Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.
-   **[Add line items to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-line-items-tab.md)**  
Create a new product line item for your lead by entering the details, such as product offering and quantity.
-   **[Add lead tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-tasks-tab.md)**  
Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.
-   **[Manage touchpoints on a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/manage-touchpoints-lead.md)**  
View, create, and delete touchpoints associated with a lead from the touchpoints related list.
-   **[Compose emails](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-emails-tab.md)**  
Create an email to communicate the product information to your customer as per the business requirements.
-   **[Schedule a meeting from a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/schedule-meeting-lead.md)**  
Schedule a client meeting directly from a lead record to associate it with the lead.
-   **[Manage leads using Kanban view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-kanban-view.md)**  
Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
-   **[Convert a lead into an opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-convert-lead.md)**  
Convert a lead into an opportunity in Lead Management.
-   **[Disqualify a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-disqualify-lead.md)**  
Disqualify a lead in Lead Management.
-   **[Export leads](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-export-leads.md)**  
You can export a quote as a JSON file in Lead Management and provide it to a customer.

**Parent Topic:**[Using sales automation applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-lead-opportunity-mgt.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)