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Entering a Lead RRS feed

  • Question

  • Most of our leads are individuals and do not belong to organizations or companies.  Yet, the Lead capture screen requires me to input a "Company Name".  Can I turn this requirement off?  How?

    Thanks.  I'm a new user.
    Thursday, November 19, 2009 4:47 PM

Answers

  • Hi.

    Open CRM - Settings - Customization - Customize Entities - find and open lead entity - open attributes section - find and open account name attribute - switch fill requirement to none - save and close - save and publish an entity.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Thursday, November 19, 2009 5:31 PM
    Moderator