---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add products to a lead

# Add products to a lead {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sales_agent

## About this task

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

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. In the Leads - All list, 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.  
   {#lead-management-add-product__table_hzd_x5d_dcc__entry__2}

   | 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. |
   [Table 1. Catalog tab]

   {#lead-management-add-product__table_hzd_x5d_dcc}
5. Select Add.  
   The product offering is added to the quote as a Line Item.

## What to do next

[Add line items to a lead](https://servicenow-prod.fluidtopics.net/wkmFE29Q0W0wJXbJ7kalOA "Create a new product line item for your lead by entering the details, such as product offering and quantity.").