We have customised our system a little, and are using the potentials system to good effect. However, we’ve also set an ‘industry’ field to be required for both the leads and the accounts. The issue is that if we add a new potential, then manually type in an account name which does not exist, the field says ‘ New account will be created’.

This is fine, but the issue is that because this creates an account on the fly, it’s bypassing the required field which we set as industry. As such, the industry is blank on the accounts created straight from here if our reps do this.

Is there a way to force the user to click the building icon and use the ‘New Account’ button on the next screen as this requires the industry. We want to make sure that our reps cannot manually enter a new account without setting this required field?