Add products to a lead

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sales_agent

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    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.
      Tabela 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.

    O que Fazer Depois

    Add line items to a lead.