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.
