Add Products to a Lead

Here's how to add products to a lead. You can add either individual products or product categories that the customer is interested in purchasing.

1. Open the lead that you want to update.

2. In the Ask Oracle bar, enter add and select Add Products.

3. You can add multiple products or product categories.

   Note: The list of products and product categories may be filtered to show only the products or product groups in your assigned territories. If this is the case, you can click the ... actions button next to the field to show all products or product groups.