Bluebird
Bluebird

Custom Required Fields for Automated Follow-Up

You can now customize which fields must be completed to clear automated follow-up reminders using the new Custom Required Fields JSON option.

This powerful addition gives your team full control over follow-up logic by letting you define required fields per lead status, including:

  • In Progress (lead-status-progress)

  • Closed (lead-status-closed)

  • No Contact (lead-status-no-contact)

  • Failed (lead-status-failed)

Copy the Sample JSON to use as a guide, and remove any fields you do not need filed out by agents.