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How to make field not required when converting lead

Question asked by Adam Adkins on Jun 20, 2018
Latest reply on Jun 26, 2018 by André Lopes

Hi guys,

 

We have a module in CRM called Locations. An Account can have many locations, but a location corresponds to one Account. We list the primary location on contacts.

 

We've found that many of our contacts don't end up with primary location selected. We want to make that required but not when converting a lead, as a lead can sometimes be generating a new account, which would mean no location is avail.

 

Can anyone assist with how I'd go about making Primary Location not required specifically only when converting a lead?

 

Thanks

 

André Lopes

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