Add products to a lead

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and , select the lead that you’re working with.
    3. Select Catalog.
    4. Use the following table to learn about the functionality of the Catalog tab.
      Tabelle : 1. 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.
    5. Select Add.
      The product offering is added to the lead as a Line Item.

    Nächste Maßnahme

    Add line items to a lead.