Support Center

Adding products to a lead

Last Updated: Jan 14, 2014 03:36PM IST
Products can be added to a lead to identify the offering for that particular lead. Leads can have multiple products associated with it. The lead value will be automatically set as the cumulative product value.

To add a product to the lead click on the lead in the pipeline.



Click on Products from the leads details page and enter the name of the product which you want to add to the lead. If its an existing product i.e. created previously either using the Products option or through another lead then the product name will appear in the auto-complete. Selecting the product name will fill in the product price automatically.
Enter the product quantity and click on Add. 



The value of the lead will be automatically set as the cumulative value of the products added to the lead.
 

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