---
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 line items to a lead

# Add line items 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

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. Navigate to List view ![]()and select Leads - All.
2. From the Leads List window, select the lead you want to work with and select the Line Items tab.
3. Select New to start a new lead line item or select an existing lead line item to make changes.
4. Fill in the fields in the Opportunity 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. |
   [Table 1. Lead Line Item form]

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

## What to do next

Add a task to your lead. To learn more, see [Add lead tasks](https://servicenow-prod.fluidtopics.net/aXll~FJT40mtqB1_B4a0Tg "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.").