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How to create a new lead from incoming email (the country field is mandatory)?


lauraj46
Captain II
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When using the option to monitoring incoming email and create a new Lead, we are receiving an error as shown below.  The country is a mandatory field for a new lead, however I don’t see the country field as an option on the Lead Class form.  Is there a way to either default the country field for new Leads of a certain class, or make it optional (preferably without a customization)?

 

 

Any thoughts?

Thanks, Laura

Best answer by meganfriesen37

If you have a default country on the Companies screen, that should default any empty values with the system default.

 

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4 replies

asmith50
Jr Varsity III
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  • Jr Varsity III
  • 67 replies
  • January 31, 2024

@lauraj46 Did you find an answer to your question?


lauraj46
Captain II
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  • Author
  • Captain II
  • 511 replies
  • February 9, 2024

Hi @asmith50 ,

I never did, and we ended up going a different direction with this.  

Laura


meganfriesen37
Captain II
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  • Captain II
  • 566 replies
  • Answer
  • February 9, 2024

If you have a default country on the Companies screen, that should default any empty values with the system default.

 


asmith50
Jr Varsity III
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  • Jr Varsity III
  • 67 replies
  • February 9, 2024

I found the fix. You need to set the default country on the companies &/or branches.


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