Assigning Product Interests to Leads

Access the Lead - Manage {Lead Name} form. Select the Lead tab. Click the Product Interest link.

To assign product interests to a lead:

1. Click the Assign Product Interests button.

2. On the Select from Catalog form, you can expand or collapse the catalog hierarchy to display relevant product information.

   When you select a row in the Catalog section of the form, the catalogs that are associated with the catalog category are displayed in the grid on the right side of the form.

3. Select each catalog or catalog category that you want to assign to the lead record, and then click OK.

   Alternatively, click the Advanced Catalog Search link, select the catalogs that you want to assign to the lead, and then click Select.

4. The system returns you to the Product Interest grid, and displays the selected catalogs in the detail area.

5. Click the Save Changes button to add the product to the lead, or click the Undo Changes button to remove the product interest.

6. To remove a product from the lead after it has been added and saved, select the product and then click the Remove button.