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

  • 26 October 2021
  • 4 replies
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Userlevel 7
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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

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Best answer by meganfriesen37 9 February 2024, 04:57

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Userlevel 7
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If you have a default country on the Companies screen, that should default any empty values with the system default.

 

Userlevel 3
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I found the fix. You need to set the default country on the companies &/or branches.

Userlevel 7
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Hi @asmith50 ,

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

Laura

Userlevel 3
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@lauraj46 Did you find an answer to your question?

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