Manual Call

Modified on Fri, 5 Aug, 2022 at 9:55 AM

Creating Manual Actions in Workflows 


Assign to User

The first thing you need to do in order to add manual actions to a user in your CRM is to assign that user 
to a particular workflow or campaign. You can do that with a workflow or campaign action called "Assign 
To User". 


Assign User Workflow Step


Once you add this step in your workflow, it will look like this image. Now, any manual actions you add, 
will be assigned to the user you chose in this step.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article