Manual Actions

In this section, your can track all your manual actions. Manual Action is a list of calls or text messages you want your assigned team to work on manually. If you are the assigned user of a manual action, you will also be able to start completing those manual actions in this section.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Once you see this message, it means the selected user has no manual actions left to complete! This will change as you switch selected workflows and users.

Manual actions will be different depending on which workflow/campaign you have selected. In order to filter manual actions from different workflows and campaigns, use this drop-down menu.

Click here to learn more about workflow.

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Manual actions will also be different depending on which assignee you have selected. In order to filter manual actions from different assignees, use this drop-down menu.

If you want to start a manual action, click on the "Let's start" button, which will direct you to the details of the first contact on your list where you can make a manual call or SMS/Email. You can also click on a specific contact's name to direct you to their details.

This allows the user to send a manual text message to their contact that delivers either immediately or by schedule.

Click on the "Dial" icon to make a manual call to the contact.

1. 1.

   This column will show you the customers or leads that are assigned to certain manual actions.

2. 2.

   Here you will see the workflow or campaign that manual actions were created in.

3. 3.

   This is the date that the manual action was created. This is great for tracking tasks and the time your employees are taking to complete them.

4. 4.

   This column will show you the CRM user that has been assigned to a particular manual action.

5. 5.

   Here you can see whether a manual action is a manual call or SMS.

6. 6.

   If you created a manual action by mistake, or need to delete it for some reason, you can do that by clicking the icon here.

View Manual Actions In the Dashboard

You can also track your manual actions in the dashboard of your CRM in the section that looks like this. This is very useful to get a quick view of the pending manual actions pending, as well as what kind of manual actions they are.

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Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!