Add line items to a lead

Create a new product line item for your lead by entering the details, such as product offering and quantity.

Before you begin

Role required: sales_agent

Procedure

1. In the CSM Configurable Workspace, select the List

1. Navigate to LeadsAll.

2. Select the lead you want to work with and select the Line Items tab.

3. Select New to start a new lead line item or select an existing lead line item to make changes.

4. Fill in the fields in the Lead Line Item form.

   Field	Description
   Number	System-generated number of the lead line item.
   Quantity	Quantity of the lead line item.
   Product Offering	Product offering bundle for the lead line item.
   Unit of Measure	Measuring unit of the lead line item.
   Work Notes	Additional information related to the lead line item.

5. Select Save.

   The Lead Line Item is added to the main lead.

What to do next

Add lead tasks.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management