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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add products to an opportunity

# Add products to an opportunity {#ariaid-title1}

Release version: Yokohama  
Updated March 23, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add products to your opportunity
using
the Catalog tab in Opportunity Management.

## Before you begin

Role required: sales_agent

## About this task

In the
Catalog tab, you
can search for and select simple or complex
product offerings from catalogs and add them to your opportunity. Complex
product offerings have options to
customize the product by using the product configurator.  
Note:  
Check your entitlements to see if the product configurator is available.

## Procedure

1. Navigate to AllWorkspaces.
2. In the CRM Workspace, select the List view icon ( ![]()).
3. Navigate to OpportunityAll and select the opportunity that you want to work with.
4. Select the Catalog tab.
5. In the product catalog hierarchy, select the product catalog that you want to use.  
   The product catalog displays the available products in product offering cards.
6. In the product offering card, select the product.
   * For a simple product that doesn't have any selectable options, select Add.
   * For a configurable product that has options that you can choose, select Customize to open the product configurator and select product options.

     As you
     configure the product, you can reprice, validate, and save your selections. For details on using the product configurator, see [Using Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/k3R6MO33psYU1jk0cC1xbA "As agents and managers, you use the CRM Workspace to complete various tasks when using the Sales Customer Relationship Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You can also use the product configurator to add configurable products to opportunities, quotes, and orders, manage sold products and product inventory, and work on MACD orders.").

   {#opportunity-management-add-prod-oppty__choices_otf_14q_wdc}  
   The product offering is added to the opportunity as a line item.
{#opportunity-management-add-prod-oppty__steps_qxm_tf5_t2c}

*[\>]: and then