Add line items to a lead

task australia Updated Sep 10, 2026 1 min read lead-management-use-line-items-tab.md
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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. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Leads****All.

  3. Select the lead you want to work with and select the Line Items tab.

  4. Select New to start a new lead line item or select an existing lead line item to make changes.

  5. Fill in the fields in the Lead Line Item form.

    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. Only those product offerings will be visible that are in Staged, In Test, and Published state.
    Unit of Measure Measuring unit of the lead line item.
    Work Notes Additional information related to the lead line item.
  6. Select Save.

    The Lead Line Item is added to the main lead.

What to do next

Add lead tasks.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

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