Lead Reminders
1. CRM
1.4 Lead Reminders
Ozosoft ERP able to remind you for any lead action, you can register lead reminder, system will remind you at time. User can add/delete and edit lead reminder from this screen as shown in figure 1.
figure 1
| # | Field | Description |
|---|---|---|
| 1 | Lead | Lead that you need system remind you about, this is mandatory field |
| 2 | Status | Lead reminder status, is it planned, Done or cancelled |
| 3 | Remind At | Reminder date and time when system remind you. mandatory field also |
| 4 | Subject | Lead reminder subject |
| 5 | Description | Lead reminder full description |
| 6 | Attachments | Reminder attachments if exist |