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. :
- In the Business menu, select the Settings > Lead Settings > Lead Template tab.
- On the Lead Template tab, select the name of the lead template you wish to delete.
- On the Edit Lead Template screen, select Options > Delete Lead Template and confirm deletion.