☎️ How to add a Dialer Action
How to Set Up a Manual Action in a Workflow
In this guide, we’ll walk through the steps of setting up a manual action within a workflow, using a pipeline stage change as a trigger.
Step-by-Step Guide:
- Go to Automations
• Start by creating a new workflow from scratch.
2. Choose the Trigger
• For this example, we will use a pipeline stage change as the trigger.
• Select the pipeline stage that you want to trigger the manual action.
• In this case, we’ll choose the MY SELLERS pipeline, and the specific stage will be Hot Seller Lead.
3. Configure the Trigger
• When a lead is moved into the Hot Lead stage (or becomes an opportunity), this will trigger a manual action for the user to contact the lead and attempt to book them.
• Click Save Trigger to confirm.
4. Add the Manual Action
• After setting the trigger, add a manual action.
• Be sure to save your changes.
• What happens now is that when the pipeline stage changes to “Hot Lead,” a manual action will be added for the assigned user to follow up with the lead.
5. Publish the Workflow
• Make sure to publish your workflow changes before continuing.
6. View Manual Actions
• Once the workflow is active, go to the Conversations section. Under Manual Actions (Dialer), you will see the leads that have been assigned to a user for follow-up.
• Users can now click Start to initiate contact with the lead.
7. Filtering and Assignment
• You can filter manual actions as needed.
• If user assignment is enabled, only the assigned user will see the manual action.
Conclusion:
This workflow setup allows users to be notified and assigned manual actions when a lead enters a specific stage in the pipeline. Make sure to save and publish your workflow before expecting it to function.