Add products to a lead

Use the Catalog tab in the Lead Management to add products to your lead.

Before you begin

Role required: sales_agent

About this task

You can use the Catalog tab to search for and select product offerings from catalogs and add them to your lead.

Procedure

1. In the CSM Configurable Workspace, select the List

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

2. Select Catalog.

3. Use the following table to learn about the functionality of the Catalog tab.

   Element	Description
   Product catalog hierarchy	This option selects the product catalog.
   Add button	The Add button adds the product to the quote. The Add button appears for simple products that don’t have any selectable options.
   Search field	Use the search field to search for a product in the product catalog hierarchy selected.

4. Select Add.

   The product offering is added to the lead as a Line Item.

What to do next

Add line items to a lead.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management