Question / Issue |
|
How to Require a Lead Source be Entered on Quotes |
Answer / Solution |
|
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.
|