FAQ ID # 362
Last Update : 2018/10/23
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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:

  1. Hover over Quote at page top, then Quote Templates.
  2. Hover over Auto or Home, then Edit Quote Template.
  3. Select the State (NOTE: templates are created per state, so update accordingly).
  4. At the template, click Edit (update each template accordingly).
  5. At the Lead Source field, set to Show as Blank & Required.
  6. At page bottom, Save & Exit.

Direct Link to This FAQ

Require force Lead Source select pick record track quote

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