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Brad Satterwhite 7
Is there a way to prevent users from converting a lead unless certain lead object fields are filled out?
I want to make my SDRs fill in basic qualification info on the Lead Page before they convert the lead so that the information gets mapped to the account/contact/opp. Can I make certain fields required before they can convert a lead?
You can simply write validation rule to achieve the same. Please make sure "Require Validation for Converted Leads" is checked under the Lead Settings.
Your validation rule will look like below , you can modify it further per requirement.
AND(IsConverted, ISBLANK(status))
Hope this will help.
Thanks
Arpit