| Question / Issue | 
   
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    | How to Require a Lead Source be Entered on Quotes | 
   
    | Answer / Solution | 
   
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    | Lead Source can be set as required on Quote Templates. If you're not familiar with Quote Templates, watch the short video below. To access quote templates: 
Hover over Quote at page top, then Quote Templates.Hover over Auto or Home, then Edit Quote Template.Select the State (NOTE: templates are created per state, so update accordingly).At the template, click Edit (update each template accordingly).At the Lead Source field, set to Show as Blank & Required.At page bottom, Save & Exit. |