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 Conversations tab in your CRM, then click on Manual Actions at the top of the page.
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 account. 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 account 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.
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 #
- Contacts: This column will show you the customers or leads that are assigned to the manual action.
- Workflow: You’ll see the workflow where the manual action was created.
- Assigned To: This column will show you the user that has been assigned to a particular manual action.
- Type: Here you can see whether a manual action is a manual call or SMS.
- Status: You’ll see whether a manual action is completed or queued.
- Date Added: This is the date and time that the manual action was created. This is great for tracking tasks and the time your employees are taking to complete them.
If you created a manual action by mistake, or need to delete it for some reason, you can do that by clicking the trash icon.
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.
By leveraging Manual Actions, you can keep your team organized, ensure important calls and messages are completed, and maintain full visibility into ongoing tasks. Regularly reviewing and managing these actions through the Conversations tab and dashboard will help your team stay on track and ensure no communication opportunities are missed.
Frequently Asked Questions #
What are Manual Actions used for? #
Manual Actions keep your team’s hands-on tasks, such as phone calls and SMS messages, organized in one place so important communications that you do not want automated are completed and tracked.
How do I view manual actions for a specific workflow? #
Click the Search Workflow drop-down in the Manual Actions section to see your active workflows, then select one to view the manual actions related to that workflow.
How do I see manual actions assigned to a teammate? #
Use the Select Assignee dropdown to choose a team member, and the list will update to show the manual actions assigned to that person.
What does the “No Manual Action” message mean? #
It means the selected user has already completed all required tasks for that workflow. It is not an error, it simply indicates there is nothing pending for that user.
How do I start completing manual actions? #
Click the Let’s Start button to open the first contact’s details, where you can manually place a call or send an SMS, or click a contact’s name to jump straight to them.
Can I track manual actions from the dashboard? #
Yes. The CRM dashboard shows the total number of pending manual actions along with separate views for pending phone calls and SMS messages, giving you full visibility at a glance.
