Remove Manual Actions via Trigger
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Jay Nisbett TEST
There is a huge compliance issue currently...When we are adding manual calls via a campaign or otherwise - it's adding them as of a certain date and assigning the user as of a certain date.What that means for all of is that your leads can be put into a manual call list, then opt out and be put on DND, but remain in that manual call list.You are power dialing leads that have opted out...It should either be automatic: if on DND, remove manual actions.ORThere should be a trigger to allow us to do this.
HIGHLVL-I-2556
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B
Brian Del Terzo (AiDR)
This is an important request, and it connects to a larger issue with how Manual Actions behave inside the Power Dialer. Right now, if a contact opts out or is marked as DND, the call won’t go through, but the Manual Action still sits in the queue. The agent ends up seeing the task, attempting the call, getting an error, and then having to manually check the contact record to figure out why the task exists at all. That creates unnecessary work and introduces a real compliance risk.
Having the ability to automatically remove Manual Actions through a trigger would solve that problem immediately. It would ensure that anyone who opts out or is put on DND is fully cleared from the queue without relying on users to clean up tasks one by one.
This would also help resolve another pain point many of us are facing with sorting and filtering pending Manual Actions. Duplicate tasks can appear when contacts flow through multiple workflows or status changes, and the call queue becomes cluttered with tasks that shouldn’t be there. Being able to remove Manual Actions programmatically would keep the queue clean, make sorting more accurate, prevent duplication, and ensure the dialer only presents valid, actionable calls. https://ideas.gohighlevel.com/conversations/p/enable-re-ordering-of-manual-actions
Both issues point to the same need: stronger automated control over Manual Actions so the Power Dialer remains clean, compliant, and efficient.