Help Center

Email is optional when promoting a lead to a customer

1 min read

When converting a lead into a customer, you're no longer required to enter an email address.

Steps

  1. Open Inbox and select a lead.
  2. Click Promote to Customer.
  3. Leave the Email field blank if you don't have it.
  4. Click Save.

Result / verify

The customer record saves successfully without showing an email-required error.