# 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](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/scaled-1680-/L7Uimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-06/L7Uimage.png)

##### Field Layout & Display

<div id="bkmrk-the-date-fields-are-">- 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.

</div>##### Reminder Buttons

<div id="bkmrk-a-reminder-button-is">- 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.

</div>##### Follow Up Reminder Tick Box

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

#### Behaviour:

<div id="bkmrk-when-adding-a-new-sa">- **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 &amp; 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.

</div>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2719).png)