Manual Actions
Last updated
Last updated
In this section, your can track all your manual actions. If you are the assigned user of a manual action, you will also be able to start completing those manual actions in this section.
NOTE: Depending on your user permissions, you may not have access to all of the components.
No Manual Actions
Once you see this message, it means the selected user has no manual actions left to complete! This will change as you switch selected workflows and users.
Choose Campaign/Workflow
Manual actions will be different depending on which workflow/campaign you have selected. In order to see manual actions from different workflows and campaigns, use this drop-down selector. .
Select Assignee
Manual actions will also be different depending on which assignee you have selected. In order to see manual actions from different assignees, use this drop-down selector.
Start Manual Actions
If you want to start a manual action, simply click this button and your CRM will either begin making a phone call or bring you to the contact's section to start a textual conversation.
Manual Actions List
Contacts
This column will show you the customers or leads that are assigned to certain manual actions.
Campaign/Workflow
Here you will see the workflow or campaign that manual actions were created in.
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.
Assigned To User
This column will show you the CRM user that has been assigned to a particular manual action.
Type of Manual Action
Here you can see whether a manual action is a manual call or manual SMS.
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.
You can also track your manual actions in the dashboard of your CRM in the section that looks like this. This is very useful to get a quick view of the pending manual actions pending, as well as what kind of manual action they are.
Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!
