Required Lead Form Fields

Here, you can designate which Fields this Location requires to be filled out in order to successfully create a new Lead. 

Requires Location or Administrator Role to access this area.

Click your name at the top right and choose Account Settings.

Expand Manage Leads/Contacts and choose Required Lead Form Fields.

Required Lead Form Fields

This area is broken into 3 sections; Lead Information, Address Information, and Insurance Information.

1. Restore Defaults. Click the Restore Defaults button to revert back to AccuLynx defaults for that section.

2. Check boxes for required/non-required. Check the box for any Field on the Lead Form that you would like required. Uncheck them to make them non-required. You can use the Select All at the section header to select all the Fields in that section

3. Save. Click the Save button at the bottom of the page to save any changes you've made.