Skip to main content

Sales Leads - Reminder Create

This section of the Edit Lead screen controls key date fields and reminder functionality for managing follow-ups and expected closure.

image.png
Field Layout & Display
  • The date fields are reduced in size to improve screen layout and usability.
  • The Follow Up Date is positioned below the Estimated Close Date (swapped from the original layout).
  • The Follow Up Date field is highlighted with a cream background, making it easily identifiable as a priority action item.
Reminder Buttons
  • A Reminder button is available next to both:
    • Estimated Close Date
    • Follow Up Date
  • These buttons allow users to manually create or view reminders linked to each date.
Follow Up Reminder Tick Box

A tick box is located next to the Follow Up Date field, controlling automatic reminder creation.

Behaviour:

  • When adding a new Sales Lead

    • The tick box is selected (on) by default.

  • When editing an existing Sales Lead

    • The tick box is unselected (off) by default.

  • When saving the lead (Save or Save & Close)

    • If the tick box is selected, a reminder is automatically created based on the Follow Up Date.

  • If the Follow Up Date is changed

    • The user must re-select (tick) the box to confirm a new reminder should be created.

  • When saving again with the tick box selected

    • A new reminder is created using the updated Follow Up Date.

No Comments
Back to top