---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add line items

# Add line items to a lead {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: sales_agent

## Prozedur

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll.
3. Select the lead you want to work with and select the Line Items tab.
4. Select New to start a new lead line item or select an existing lead line item to make changes.
5. Fill in the fields in the Lead Line Item form.  
   {#lead-management-use-line-items-tab__table_l3c_pbd_1cc__entry__2}

   | 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. |
   [Tabelle : 1. Lead Line Item form]

   {#lead-management-use-line-items-tab__table_l3c_pbd_1cc}
6. Select Save.  
   The Lead Line Item is added to the main lead.

## Nächste Maßnahme

[.Add lead
tasks](https://servicenow-prod.fluidtopics.net/rFEpZl8IaMfuUMfhaERApQ "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.").