An Update on Recently Archived Community Content

Lead Management Catalogs – Expected Behavior or Limitation?

Kavushick p
Tera Contributor

a month ago

Hi Team,

In Lead Management, under the Catalog section, I noticed that catalogs can only be added, but they cannot be customized as we typically do in modules such as Opportunity Management and Quote Management.

Is this the expected out-of-the-box behavior in Lead Management, or is there any configuration that enables catalog customization similar to other modules?

Any insights would be appreciated. Thanks!

Kavushickp_0-1783745110198.png

 

0 Helpfuls
  • 482 Views
2 REPLIES 2

JagB
ServiceNow Employee

a month ago

Yes. That is the expected behaviour and the correct one as well. 

0 Helpfuls

Vikram Reddy
Tera Guru

a month ago

Hi @Kavushick p,

 

This is expected, and it's by design rather than a missing setting. Your screenshot shows exactly what the Lead Catalog tab is built to do: pick a catalog (RE:AI3), browse the category tree (Show all), and hit a plain Add button with a quantity field next to the GPU line. No characteristics panel, no Configure option, because that widget only implements the "add products" capability, nothing more.

The deeper configuration you're used to on Opportunity and Quote comes from a different, more capable component: the CPQ Configurator. ServiceNow scopes "add customizable products" to Opportunity, Quote/Solution, and Order records specifically, where a product's characteristics, options, and constraints get surfaced and priced in real time. Lead sits one stage earlier in the funnel, so it only gets the lightweight picker:

  • Lead: catalog and category tree, add a product of interest, set quantity. That's the whole feature set.
  • Opportunity, Quote, Order: same catalog, but products open through the CPQ Configurator for characteristic-level customization and pricing.

There's no property or plugin toggle that extends the configurator down into Lead, this is a deliberate scoping decision, not a licensing gap. If your reps need configuration detail earlier in the cycle, the supported path is to convert to opportunity sooner rather than trying to bolt characteristics onto the lead catalog widget.

Reference: Add customizable products using CPQ Configurator.

 

Thank you,
Vikram Karety
Octigo Solutions INC

0 Helpfuls