Initiating Manual Calls

The "Manual Call" workflow feature allows an individual to create a task to personally place a call to a contact. These tasks are accessible within the "Contacts" section under "Manual Actions." This function is particularly useful for assigning a team member to reach out to a contact within your CRM after a specific event or trigger.

Setting Up Manual Actions in Workflows

Assigning to a User

To enable manual actions for a user in your CRM, the first step is to associate that user with a specific workflow or campaign. This is accomplished by utilizing the "Assign To User" action within the workflow or campaign.

Incorporating the Assign User Step

Once this step is included in your workflow, it will appear as shown in the image. Any subsequent manual actions you implement will be directed to the user selected in this step.

Adding Manual Actions

Following the setup of the "Assign To User" step, you can proceed to add manual action steps. Options available include "Manual SMS" or "Manual Call." These actions will appear in your workflow as follows:

Configuring Manual Actions in Workflows

After being added to your workflow, the manual actions will be displayed as shown in the image, and you can modify them whenever necessary.