Using Lead Management

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

    • Use the Lead Management to create your lead.

    Lead Management interface

    The Lead Management interface contains the following tabs:

    Table 1. Lead Management tabs
    Tab Description
    Details tab Add basic information for your lead.
    Catalog tab Search for and add product offerings to your lead.
    Needs tab Lists the need templates that provide product recommendations for a lead.
    Tasks tab Create lead tasks.
    Appointments tab Create appointments for your lead.
    Line items tab Add different line items to a lead.
    Emails tab Create emails to communicate with the required stakeholders.