Skip to main content
All CollectionsSwantide Workflows
Require Phone, Email, or URL value on Lead Create
Require Phone, Email, or URL value on Lead Create
Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year ago

With this Swantide Workflow, you can require your reps to add in a value under Phone, Email, or URL when creating a new lead.

This requirement ensures that when creating a lead, there is at least one data point for contacting the Lead.

In the below example, the Workflow is creating a Validation Rule that requires your rep to enter in a value for the Standard Fields (Phone or Email) or a value for a custom field where you store the Lead's URL information (in this case, a link to their LinkedIn profile).

Did this answer your question?