Having a standardized sales process readily available for your sales team gives them the ability to import that process directly into a lead opportunity as they begin managing the lead.

All activities are logged, and this helps track data as well as allows you to pinpoint what went great with a lead or perhaps what went wrong with a lead after the lead has been lost or sold.

Finding what is a successful standard operating procedure for your sales process will be key in eliminating redundancy and signing more contracts.

In order to create a lead activity template, navigate to the Activity Templates tab.

Select New Activity Template.

Fill in Lead Activity Template Details.

Select Schedule New Activity to add activities to the template. You can create an unlimited amount of activities. The dates of each activity do not matter as you will select a start date when importing the template into a lead. What does matter is the timing between each activity.

Select Save once the template is completed. You can adjust these templates at any time.

You can copy existing activities to a template as well. If you have a set of activities with a lead that you are interested in saving to a template, access the Activities tab within the lead.

Select Template Actions. Select Copy to Activity Template.

Create a Template Name and select Copy to Activity Template to complete the process. Once copied, you will now be able to make any edits in your Activity Templates tab.

Importing Lead Activity Templates

To import a lead activity template, access the lead, and select the Activities tab. Select Template Actions and select Import Activity.

Select the appropriate lead activity template from the drop down.

Select the date/time you would like the first activity to begin as well as the salesperson that will manage these activities. Once imported, the activities following the first activity will adjust accordingly, following on the arrangement and structure of the activities within the activity template. Select Continue to import the activity template.

You can import activity templates into multiple leads at once by selecting the checkbox to the left of each lead.

Select the Checked Actions drop down and select Import Activity.

Select the activity template you wish to use. Then select the date/time you would like the first activity to begin, as well as select the salesperson that will manage these activities. Once imported, the activities following the first activity will adjust accordingly, following on the arrangement and structure of the activities within the activity template. Select Continue to import the activity template.

Lead activity templates work well with Buildertrend's Mail Merge and Click Tracking feature, and your Buildertrend team can assist you with arranging these features in your templates if needed.

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