|  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.
 
 
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