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Lead Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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 CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Leads > All and select the lead that you’re working with.

  2. Fill in the information on the Details tab.

    For more information on the description of the field values, see Lead details form.

  3. 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

Install and configure Lead Management

Lead Management