To delete 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. :
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Lead Settings section is selected.
- On the Lead Settings screen, make sure that the Lead Template tile is selected.
- Do one of the following:
- Select the checkbox for the lead template you wish to delete. Click Delete and confirm deletion.
- Drill down on the name of the lead template you wish to delete. Click Delete and confirm deletion.