Manual Actions

Organize your team's manual actions, including phone calls and SMS messages, using this section. Keep track of them and, as the assigned user, start working on completing each one. Stay in control of project progress by staying updated here. This is an excellent way to manage SMS messages and phone calls that shouldn't be automated. To begin with Manual Actions, go to the Conversation tab in your CRM and click on Manual Actions at the top of the page.

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

No Manual Actions

While every workflow may require different actions, there's no need for concern when you see the "No Manual Action" message. It simply means your selected user has completed all required tasks. As workflows and users change, necessary manual actions will also change, ensuring you stay up-to-date with every task.

Choose Campaign/Workflow

Manual actions vary based on the selected workflow/campaign. To view manual actions from different workflows and campaigns, click the Select Campaign/Workflow drop-down. You'll see a list of active campaigns and workflows in your CRM. When you choose a campaign or workflow, a list of manual actions related to that campaign or workflow will be displayed.

Select Assignee

You can view manual actions assigned to you or other team members by clicking the Select Assignee dropdown. Choose a team member, and you'll see a list of manual actions assigned to them. If no manual actions are listed, there are none to be completed at the moment.

Start Manual Actions

To initiate a manual action, click the "Let's Start" button. This will guide you to detailed information about the first contact in your list, where you can manually make a call or send an SMS/Email. Alternatively, you can access a specific contact's details directly by clicking on their name, allowing you to manage and communicate with contacts efficiently.

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Manual SMS

This feature allows users to compose and send manual text messages to contacts, offering flexibility in delivering messages instantly or according to a predetermined schedule.

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Manual Call

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

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Manual Actions List

Contacts

This column displays customers or leads assigned to specific manual actions.

Campaign/Workflow

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

Date Added

This indicates the date the manual action was created, useful for tracking tasks and employee completion times.

Assigned To User

This column shows the CRM user assigned to a particular manual action.

Type of Manual Action

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

Delete Manual Action

If you created a manual action by mistake or need to delete it, click the icon here.

View Manual Actions In the Dashboard

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

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