Add line items to a lead

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 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.
      Table 1. 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.
    6. Select Save.
      The Lead Line Item is added to the main lead.

    What to do next

    Add lead tasks.