Manual Actions

Keep all your team’s manual actions, such as phone calls and SMS messages, organized within this section. This is a great way to keep your team on top of SMS messages and phone calls you don’t want to be automated. To start with Manual Actions, open the Conversation tab in your CRM, then click on Manual Actions at the top of the page.

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

Choose a Workflow #

Manual actions will be different depending on which workflow you have selected. To see manual actions from different workflows, click the “Search Workflow” drop-down. Here you will see a list of the active workflows in your CRM. When you select a workflow, you will see a list of manual actions related to that workflow.

Select an Assignee #

You can view manual actions assigned to you or other members of your team by clicking on the Select Assignee dropdown. When you click the drop-down, you will see a list of team members in your CRM and can choose the team member whose manual actions you’d like to view. 

No Manual Actions #

Even though workflows may require different actions to complete, there’s no need for concern when you see the No Manual Action message! That means your selected user has already completed all required tasks. As workflows and users change, so will any necessary manual action – ensuring you stay up-to-date with every task.

Start Manual Actions #

To initiate a manual action, click the Let’s Start button. This will guide you to the detailed information of the first contact in your list, where you can manually place a call or send an SMS/Email. 

Alternatively, you can directly access a specific contact’s details by clicking on their name, allowing you to manage and communicate with your contacts as needed.

Manual SMS #

This feature enables users to compose and send a manual text message to their contacts, offering the flexibility to deliver the message instantly or according to a predetermined schedule.

Manual Call #

To initiate a manual call to the contact, simply click the Dial icon.

Manual Actions List #

1. Contacts: This column will show you the customers or leads that are assigned to certain manual actions.
2. Campaign/Workflow: You’ll see the workflow manual actions were created.
3. Date Added: 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. Assigned To User: This column will show you the CRM user that has been assigned to a particular manual action.
5. Type: Here you can see whether a manual action is a manual call or SMS.
6. Delete Manual Action: 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 #

Your CRM dashboard can help you stay organized and up-to-date with your manual actions. Easily view what tasks need to be completed, and the number pending in a clear visual representation. Here you can view the total number of manual actions pending and a separate view of the total number of phone calls and SMS messages.

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