Enable re-ordering of Manual Actions
under review
D
Dundas Life
On our “Manual Actions” page, it currently calls Manual Call tasks in the order they were created (oldest to newest). It would be great if there's a way to filter/adjust this. ie. we want to call the newest (hottest) leads first, and the oldest created last.
A simple filtering option on the top header should solve this.
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Brian Del Terzo (AiDR)
Below is a consolidated overview of the feature requests related to improving Manual Actions and the Power Dialer that I came across while trying to overcome the issues we've been struggling with.
Summary
Across all requests, users want:
• Easier access to Manual Actions
• Better sorting, filtering and prioritization
• Automation for DND, opt-outs and duplicates
• More flexible call outcomes
• A cleaner UI with searchable lists
• Smarter handling of high-priority leads
• Better volume management
• A SmartLists-based dialer that removes workflow dependence
These ideas outline the improvements needed for Manual Actions to function as a reliable, scalable outbound calling system.
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Brian Del Terzo (AiDR)
SmartLists Power Dialer: https://ideas.gohighlevel.com/conversations/p/smartlists-power-dialer-update-manual-actions
Show Manual Actions in Contact record: https://ideas.gohighlevel.com/contacts/p/manual-actions-in-the-contact-tap
Streamline call workflow: https://ideas.gohighlevel.com/crm/p/streamline-manual-actions
Click-to-dial option: https://ideas.gohighlevel.com/lcphonesystem/p/manual-actions
Complete MA when calls happen elsewhere: https://ideas.gohighlevel.com/automations/p/manual-actions-should-complete-even-if-the-action-was-fulfilled-outside-of-the-m
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Brian Del Terzo (AiDR)
Sorting, Filtering & Queue Management
Users want more control over how tasks are displayed and prioritized.
Additional sorting/filtering: https://ideas.gohighlevel.com/conversations/p/add-additional-sorting-to-manual-actions
Search + UI improvements: https://ideas.gohighlevel.com/conversations/p/manual-actions
Count per user: https://ideas.gohighlevel.com/crm/p/manual-actions-counta-filter
Customizable columns: https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/customize-manual-actions-columns
Filter by tags, fields, dates, etc.: https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/filter-for-manual-actions
Prioritize in workflows: https://ideas.gohighlevel.com/opportunities/p/prioritize-sort-manual-actions
Priority for callbacks/hot leads: https://ideas.gohighlevel.com/automations/p/manual-actions-call-priority-for-specific-triggerscampaigns
Clear entire queue: https://ideas.gohighlevel.com/conversations/p/clear-manual-actions-queue
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Brian Del Terzo (AiDR)
Compliance, Duplication & Automation
Users want safer handling of opt-outs and cleaner queues.
Auto-remove MA on DND: https://ideas.gohighlevel.com/automations/p/manual-actions-not-removed
Trigger-based MA removal: https://ideas.gohighlevel.com/automations/p/remove-manual-actions-via-trigger
Call Status & Workflow Outcomes
Users want flexible call results that trigger workflows.
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Brian Del Terzo (AiDR)
Great post!
Calling Manual Actions in creation order forces the team to work oldest-to-newest, which runs against how most sales workflows operate. New leads are the most responsive, and not being able to prioritize them slows follow-up and reduces conversions.
A simple sorting or filtering option might help to solve this and give us the ability to dial newest first, prioritize certain pipelines, or reorder tasks based on lead quality. This becomes even more important when multiple workflows or campaigns are feeding Manual Actions at the same time.
We’re also seeing situations where the same contact appears in the Manual Call queue more than once. I haven’t been able to pinpoint the exact cause, but it seems to stem from the system allowing multiple Manual Actions to stack for the same record. Once that happens, the queue becomes cluttered, users waste time double-checking, and there’s even a small compliance risk if a contact has updated their preferences.
A safeguard that prevents duplicates, or automatically removes an existing Manual Action when a new one is assigned, would keep the queue clean and ensure contacts never appear more than once per dialing session. This would make the Power Dialer far more efficient and predictable.
The second part of my comment might fall under this idea referring to removing manual actions via trigger: https://ideas.gohighlevel.com/automations/p/remove-manual-actions-via-trigger
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Harrison Bingham
Very much need this.
Our use case is that we sell low volume high ticket items. We absolutely want to be able to assign manual calls to our sales reps, and track calls outcomes/conversion etc. But we don't need power dialler functionality. It actually gets in the way for us. Our reps don't go from one call straight onto the next.
We should be able:
- Filter
- Sort
- Select multiple specific calls to queue
- But most importantly for us. Just select one specific call we want to make from the list.
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Waleed Farra
Really need this!!^^
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Matt Gerchow
HUUUUGE issue for people that operate on Speed to Lead. The leads that come in last should be at the very top, so your team can dial them immediately.
Solutions...
- Prioritize new leads vs. Prioritize reattempts
- Sort by Date Added to reorder for newest leads.
The column heads hover like they can be clicked, but do not sort.
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Edison Lopez
Yes, I'd like a workflow action that sends leads to the front of the manual call line rather than the end. Right now, if a new lead comes in, they get sent to the back of the line which isn't ideal since they are the "hottest" right now.
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Michael Romrell
yup, I'd like to prioritize/filter contacts by state (for example) so I'm only calling people in a specific time zone, at the right time.
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Marvin Voigt
i would need this as well. Just to be able to set a priority. So you don't need to put all in different workflows. So one Workflow for "Follow Up" and prioritized contacts
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Matt Gerchow
Marvin Voigt How are you currently doing this? Do you have a workflow for each lead, each day, or something different?
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Brian Del Terzo (AiDR)
Matt Gerchow this is what we did... manual actions triggered by workflow stage, and then moved through the stages based on the call status trigger. But doing it this way has resulted in some contacts being included in more than one instance of the manual action. Still a work in progress.
Core Platform
marked this post as
under review
A
ACES Digital
Core Platform: There should be a way to have the workflows in folders as well, for instance the only way I know currently to filter manual calls is creating a new manual call for all of our different lead types. If it's a new lead they get a manual call automation to be hit first, then another automation if they are aged leads, another automation if a different type of product for manual call. We need better grouping options, ways to filter for reps etc.
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Waleed Farra
Core Platform Any Update on this? It has been marked as under review for quite some time!
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Andrei Vodā
There should also be a tab that tells us the total amount of manual actions in the system. And give you the ability to call specific leads, and not have to dial all the leads before the one I would like to call first. This would make a huge difference for the power dialer.
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