---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add line items

# Add line items to a lead {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 view.
2. Navigate to LeadsAll.
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.  
   {#lead-management-use-line-items-tab__table_l3c_pbd_1cc__entry__2}

   | 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. |
   [Table 1. Lead Line Item form]

   {#lead-management-use-line-items-tab__table_l3c_pbd_1cc}
6. Select Save.  
   The Lead Line Item is added to the main lead.

## What to do next

[Add lead tasks](https://www.servicenow.com/docs/4YKfnsPlZ18ufBoH0h_cKA "Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.").
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/mxt7Atr8Pv_SBv2DYM6ldQ "Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.")
* [Lead Management](https://www.servicenow.com/docs/GuSHSFgU95bCP46DSoTjtA "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")