Add line items to a lead

task brazil Updated Sep 10, 2026 1 min read lead-management-use-line-items-tab.md

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

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Leads****All.
Select the lead you want to work with and select the Line Items tab.
Select New to start a new lead line item or select an existing lead line item to make changes.

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.

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

59 lines · 2.2 KB Wrap lines

---
title: Add line items to a lead
description: Create a new product line item for your lead by entering the details, such as product offering and quantity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/lead-management-use-line-items-tab.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add line items to a lead

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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/lead-management-use-tasks-tab.md).

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

**Related topics**  


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

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