Sales Leads - Reminder Create
Make date fields smaller
•Swap Follow up date and estimated close date
•Follow up date field cream back ground
•Put a Reminder button next to both fields
•Next to the Follow up date, add in tick box
a.When adding a new sales lead, tick box is on
b.When editing a sales lead, tick box is off
c.When you save or save and close and tick box is on, you will create a reminder automatically
d.If you change the reminder date, then put tick box back on
e.When saving again, it will create a reminder based on new date
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