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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M
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?
Core Platform
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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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.