The Manual Call Event creates a queue so someone logs into NicheFit, they can view a call list and utilize the call function to call through that list.
Step 1: Create a Manual Call Workflow
- Create a new Workflow, or go into an existing workflow. Click "Add Action" and choose 'Manual Call".
- Save and Publish the Workflow.
Step 2: How to Test the Manual Call Workflow
- Create a test contact record using your information (or navigate to your existing test contact record).
- Add this test contact to the Workflow.
- Navigate to Contacts > Manual Actions. Click "Let's Start" in the top right corner of the screen. NicheFit will make a call (to your test contact).
- Since the call will be coming from a browser, you may need to click “allow microphone” to activate the permissions on your computer. After the call is complete, you can select the outcome of the call as shown below:
Step 3: Using the Manual Call Workflow
- Now that you've successfully tested the manual call workflow with yourself, you can add contacts to this workflow. This can be done through a tag, trigger, or the Bulk Actions in your Contact section.
Note: If you have a large list and want to pause, you can click on the “Let’s Start” button to pause the sequence (there’s a 5-second rundown before the next call comes in).