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. 

 

 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.