Create or edit a lead template

Create a lead template

To create a lead template A Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance. :

1. On the toolbar click the Settings icon.
2. On the General Settings tab, make sure that the Lead Settings section is selected.
3. On the Lead Settings screen, make sure that the Lead Template tile is selected.
4. Click the + Create New Lead Template button.
5. On the Add Lead Template dialog, fill in the lead template details. For more information about each field, see the Data fields reference section below.
6. Save your changes.
7. If required, Add an activity to a lead template.

Edit a lead template

To edit a lead template:

1. On the toolbar click the Settings icon.
2. On the General Settings tab, make sure that the Lead Settings section is selected.
3. On the Lead Settings screen, make sure that the Lead Template tile is selected.
4. Drill down on the name of the lead template you wish to edit.
5. On the Edit Lead Template screen, update the information, as required. For more information about each field, see the Data fields reference section below.
6. If required, Add an activity to a lead template

Data fields reference