Lead Document Templates

Lead Document Templates allow you to print information from a WorkGuru Lead on document templates.

These fields can be used to display information such as:

• Lead name and number
• Description
• Budget
• Category
• Stage and status
• Close probability
• Lead Contact details
• Lead Owner details
• Creation and forecast close dates
• Won or lost date

Supported Fields

Universal Fields

• Business Fields
• Billing Client & Billing Contact Fields
• Client & Client Contact Fields
• Lead Fields
• User & General Fields 

Table Fields

• Lead Activities Table Fields 
• Lead Notes Table Fields 

Note: Not all fields of every type is supported. Confirm the document specific support fields on the relevant field reference.

Example Templates

Attached are examples of lead document templates.  These templates are to be edited to make them specific to your WorkGuru.   Please update the branding, information and formatting as required.

• Summary - Prints a summary of all the current lead information, including the lead activity table.