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. In the Business menu, select Settings > Lead Settings.
2. Select the Lead Template tab.
3. On the Lead Template tab, select + Add Lead Template.
4. On the New Lead Template screen, provide the following information, as required.
5. Save your changes. Your changes are saved and the Edit Lead Template screen is displayed.
6. Add an activity to a lead template
7. Save your changes.

Edit a lead template

To edit a lead template:

1. In the Business menu, select Settings > Lead Settings.
2. On the Lead Settings screen, select the Lead Template tab.
3. On the Lead Template tab, select name of the lead template you wish to edit.
4. On the Edit Lead Template screen, provide the following information.
5. Add an activity to a lead template
6. Save your changes.

Data field reference

Field	Description
Template Name	The name of the lead template. This name will appear in the Template drop-down list when you are creating a new lead.
Description	Description of the purpose, use or other details of the lead template. These details will appear in the Details field when you are creating a new lead.