Workflow Action: Manual Call

July 30, 2024•1 min read

The Manual Call Event creates a queue so someone logs into BILT, 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 own 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. BILT 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 listed in your Contact section.

Note: If you have a large list and want to pause, you can click on the “Let’s Start” button and it will pause the sequence (there’s a 5 second rundown before the next call comes in).

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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