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Required Fields on Lead Create
Required Fields on Lead Create
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow, enforce reps to enter vital data on Lead Field's prior to creating a Lead. Please be mindful of any integrations creating Lead as this will impact those integrations as well. Ensure that your 3rd party applications are mapping the required fields over prior to enabling this workflow.

How to use this Workflow:

Say that I want to ensure that reps are entering in a Email, a Lead Status, and a Lead Source when creating a New Lead. Then in the Swantide App, my variable inputs would look like this.

Once deployed, if your reps do not enter in an Email, Lead Status or a Lead Source, then they the Validation Rule will trigger.

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