Add products to a lead

task australia Updated Sep 10, 2026 1 min read lead-management-add-product.md

Raw file servicenow.com

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

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Leads > All and , select the lead that you’re working with.
Select Catalog.

Use the following table to learn about the functionality of the Catalog tab.

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.

Select Add.

The product offering is added to the lead as a Line Item.

What to do next

Add line items to a lead.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

59 lines · 2.2 KB Wrap lines

---
title: Add products to a lead
description: Use the Catalog tab in the Lead Management to add products to your lead.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/lead-management-add-product.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add products to a lead

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 CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Leads** &gt; **All** and , 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.

    |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.|

5.  Select **Add**.

    The product offering is added to the lead as a **Line Item**.


## What to do next

[Add line items to a lead](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-use-line-items-tab.md).

**Parent Topic:**[Using Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management-using.md)

**Related topics**  


[Configuring Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-lead-management.md)

[Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/lead-management.md)