Saving an Import template

You can save import information, such as matching fields, default lead owner and default lead source, and use it for future imports.

To save an import template you can:

Click Save As Import Template after defining import map fields. See Mapping import fields
The Import Lead Template window is displayed.
Specify a brief description of the import template and click Save As Import Template in the Description field.
The new import template description is added to the Import Template list on the Import Leads window.