Manual Calls (action)
The Manual Call workflow action generates a manual task intended for an individual to directly place a Call to a contact. You can find these manual tasks within the Contacts > Manual Actions section. This function proves valuable when you wish to have a team member follow up with a contact in your CRM based on a specific trigger or event.
Creating Manual Actions In Workflows
Assign To User
To incorporate manual actions for a user in your CRM, the initial step involves assigning that user to a particular workflow or campaign. This can be achieved through a workflow or campaign action named "Assign To User."
Assign User Workflow Step
Upon integrating this step into your workflow, the visual representation will resemble the image shown. Subsequently, any manual actions added will be allocated to the user chosen in this step.
Adding Manual Actions
Upon completing the addition of the "Assign To User" step, the next task involves adding the manual action steps. You have the option to choose either "Manual SMS" or "Manual Call." The action selectors within your workflows will appear as follows:
Manual Actions Workflow Step
Once incorporated into your workflow, the manual actions will be displayed as depicted, allowing you to edit them as needed.
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