The Manual Call workflow action creates a manual task for someone to directly call a contact. You can find these manual tasks in the Contacts > Manual Actions section. It's useful when you want a team member to follow up with a contact after a particular trigger or event.
Creating Manual Actions In Workflows
Assign To User
To add manual actions for a user in the CRM, you first need to assign them to a particular workflow or campaign. You can do this with a workflow or campaign action called "Assign To User".
Assign User Workflow Step
Once you add this step to your workflow, it will look like the image above. Any manual actions you add from this point will be assigned to the user you selected in this step.
Adding the Manual Action
After adding the "Assign To User" step, you need to add the manual action steps. In this case, that's the "Manual Action To Call". The action selectors will look like this in your workflows.
Manual Action Workflow Step
Once added to your workflow, your manual action will look like this, and you can edit it whenever needed.
Adding Manual Action to Call to your workflows helps keep communication with contacts timely. Assign tasks, customise and add further actions to suit the purpose of the workflow, then save it to keep everything running smoothly whilst staying adaptable to your team's needs.