Completing Manual Actions

Work through your queue efficiently to stay on top of your tasks.

Opening an Action

• Go to Manual Actions
• Click on any action in your queue
• The action details will open, showing:
• Contact information
• What you need to do
• Any relevant context or notes
• Quick action buttons

Completing Different Action Types

Call Actions

• Click the Call button
• The dialer opens with the number ready
• Make your call
• After hanging up, mark as complete

Send Message Actions

• Review the suggested message (if any)
• Personalize as needed
• Click Send
• The action marks as complete automatically

Other Actions

• Read the action instructions
• Do what's required (outside the system if needed)
• Click Mark Complete

Skipping Actions

Sometimes you need to skip an action:

• Click Skip on the action
• Select a reason:
• Not ready to contact
• Bad contact info
• Already handled
• Other
• The action moves to skipped status

Bulk Actions

To handle multiple actions quickly:

• Select multiple actions (if supported)
• Choose a bulk action:
• Mark all complete
• Skip selected
• Reassign

Tips for Efficiency

• Block time: Dedicate specific times for manual actions
• Batch similar tasks: Do all calls, then all messages
• Use templates: For common message types
• Don't overthink: Move quickly through straightforward actions
• Prioritize: Start with urgent or overdue items