Templates in LeadCRM (and How Shortcuts Help You Use Them Faster)

LeadCRM makes LinkedIn outreach faster and more personalized with Templates — pre‑saved messages you can insert instantly into chats.

You can use a Template in two ways:

Manually — Select it from the Template list inside the Chrome Extension.
With a Shortcut — Type a slash / followed by the Template’s shortcut name (e.g., /followup) to insert it instantly.

What is a Template?

A Template is a saved message you’ve created in LeadCRM.
It’s ideal for messages you send often — like follow-ups, introductions, or thank‑you notes.

LeadCRM Templates support dynamic placeholders that automatically insert the recipient's details:

Example Template:

Title: Followup message
Shortcut: followup
Body:
Hello #firstname, glad to connect. I see that you are working at #companyname. Would you be open for a quick chat?

Using it with “John from Microsoft”:
Typing /followup turns it into:

Hello John, glad to connect. I see that you are working at Microsoft. Would you be open for a quick chat?

Open any LinkedIn chat.
Click the Template Icon in the chat window.
View your templates — edit an existing one or add a new one.
Fill in:
- Title (for your reference)
- Shortcut (optional but recommended)
- Content (your message; can use placeholders)
Insert it by:
- Clicking and selecting it from the list, or
- Typing /shortcutname in the chat.

📄 Create your template once → Use it two ways:

Click & Insert: Open the Template Icon in LinkedIn chat → Select your template.
Slash Command: Type /shortcut → Auto-fills the message with placeholders replaced.