Settings – Templates
Templates let you save and reuse your previous search setups or imports in Lead to Deal. This makes it easier to run similar tasks without starting from scratch.
Where to Find It
Go to: Settings > Templates
This section shows all your available templates with the following details:
Creation Time – When the template was saved
Title – The name of the template
Type – The associated tool (Lead Search, Email Finder, List Import)
Owner – Who created the template
Click the three-dot menu next to an existing template to:
Use the template
Delete it
How to Create Templates
You can save any existing task (whether it’s a List Import, Email Finder, or Lead Search) as a template:
Go to your Lead to Deal dashboard
Click the three-dot menu next to a task
Choose Save as template
This is a quick way to turn your past work into reusable setups for future searches.
Template Types
Email Finder – Templates based on lead lists for email lookup
Lead Search – Templates with saved search filters like location or industry
List Import – Templates based on uploaded CSV or Excel files
Benefits of Using Templates
Avoid setting up the same task multiple times
Standardize processes across your team
Run common searches faster
Keep your workflows organized
