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Adding Products to Leads

Last updated by Sam Brown on November 08, 2016 15:13

This guide explains how to add Products to a Lead

Step 1

Once you have added Products on to your account via the Products tab, you are ready to add Products to Leads. For more information and detail about how to add Products to your account, please go to the Products section. You can also insert new products at this point if you wish.

Step 2

Once you've opened your Lead, click on the search tab and then click to select your product. Insert the Quantity then add.

Your selected products will then show.