PipelineDeals
Sales 866.702.7303
or
Contact Support
Log In
or
Sign Up
Support Zone
Support Zone
Leads
Lead To-Dos & Events
Results
Videos
Deals
Contacts
Leads
Reports
Documents
Support
Topics
Admin
Home
Deals
Contacts
Leads
Documents
Reports
How do I apply a To-Do template?
You can apply a To-Do template to a Lead by searching for a Lead or clicking on a Leads name on the Leads tab. This will take you to the Lead Profile page where you can select and apply the template.