How to Master Manual Call Actions in Your Workflow

Manual Call Actions in GoHighLevel matter because they bridge the gap between automated processes and personal interaction. This ensures your business maintains a human touch, critical for building trust and closing deals.

Using Manual Call Actions, your sales and support teams will have clear prompts on when and whom to call, increasing productivity. No more missed follow-ups or confusion about task assignments; your team always knows what call is next.

Additionally, tracking and analyzing these calls directly in GoHighLevel gives you better insights into your customer interactions. This data can help refine your sales process, increase conversions, and improve overall client satisfaction.

Manual Call Actions are especially valuable for:

• Sales Teams: Streamline follow-ups and improve response rates.
• Customer Service: Enhance client relationships with timely and organized calls.
• Appointment Setting: Reduce no-shows and improve customer engagement.

Before we jump into the step-by-step, here’s what you need to know: Manual Call Actions are embedded within your GoHighLevel workflows. Once configured, they prompt users to make outbound calls at just the right time. Let’s walk through the full process of creating, customizing, and launching Manual Call Actions.

• The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL

1.1  Click on the Automation Menu Item.

• Access the ‘Automation’ section of GoHighLevel
• You’ll now be in the ‘Automation’ section of GHL, where you can access the Workflows section from the top menu:

1.2  Click on the workflows menu link.  

1.3 Click all Workflows

• You’ll now be in the Workflow dashboard, where you can view all the workflows and create new ones.

• Inside “Workflows,” either create a new workflow or open an existing one.

2.1 Click ‘+ Create Workflow’ Button to create a new workflow

• a drop-down menu will appear; select ‘Start from Scratch’

3.1 In the Workflow builder, click the + icon to add a new action.

• A pop-up action window will appear on the right side

3.2 Search for and select “Manual Action to Call.”

• This will add the action step to your flow.

4.1 In the Manual Call Actions, give your action a name like “Follow-Up Call After Opt-In.”

4.2 Click “Save” and run a test workflow.

To truly get the most from Manual Call Actions in GoHighLevel, it’s not just about inserting them into workflows it’s about using them smartly. Here are a few expert tips to turn good execution into great results:

Use Time-Sensitive Call Windows

• Manual Call Actions are most effective when used within tight timeframes. Set the due time for calls shortly after a trigger (like form submission or a missed appointment). Quick follow-ups boost conversions.

Write Clear, Actionable Call Notes

• Use the Notes field to add context. Instead of “Call new lead,” say “Call John downloaded lead magnet on Facebook Ads. Offer a discovery call.” This helps your team be more prepared and sound more professional.

Pair With Custom Fields and Tags

• Include tags or custom fields in your workflow to filter call tasks or personalize scripts. For example, a tag like “High Intent” could indicate to your sales rep that this call deserves extra attention.

Assign Based on Contact Owner

• When multiple team members are involved, use “Contact Owner” as the assignment to keep things organized and personalized.

Review Call Activity Weekly

• Make it a habit to check the Task section and workflow analytics to track which Manual Call Actions are being completed and which aren’t. This keeps performance high and ensures accountability.

Manual Call Actions aren’t just another workflow feature they’re a game-changer when used strategically. Here’s how GoHighLevel users are putting them to work in the real world:

Sales Follow-Up Sequences

• After a lead submits a form or engages with your funnel, trigger a Manual Call Action to follow up. Instead of relying on emails or automations alone, your team makes a real call boosting conversion potential instantly.

Missed Appointment Recovery

• If a client no-shows a meeting, you can trigger a Manual Call Action for your VA or sales rep to call them back. This personal follow-up increases the chance they reschedule instead of disappearing.

Pipeline Re-Engagement

• Create a workflow that filters out cold leads or stalled deals and assigns Manual Calls to revive the conversation. You can segment these by lead score, tag, or inactivity window.

Client Onboarding Touchpoints

• Add a human touch to onboarding by using a Manual Call step after a client signs up. Assign it to the account manager to welcome them, answer questions, and reinforce trust.

Post-Purchase Check-Ins

• Want to reduce buyer’s remorse and increase upsells? Use Manual Call Actions 3–5 days post-purchase to check in, offer support, or introduce your next offer.

Manual Call Actions are simple to use but easy to misuse without the right structure. Here are the three most common mistakes GoHighLevel users make and how you can avoid them:

Mistake #1: Not Assigning the Call to the Right Person

• If a call lands on someone who isn’t responsible or prepared, it gets ignored.
• Fix: Use “Contact Owner” or assign calls to the exact user who handles that part of the funnel.

Mistake #2: Leaving the Call Open-Ended

• Manual Call Actions without a due time often get buried in busy task lists.
• Fix: Set a clear due time, like 15 minutes or 1 hour so it shows up on the user’s radar with urgency.

Mistake #3: No Follow-Up Trigger After the Call

• Once the call is made, what’s next? If you don’t define the next step, your workflow can hit a dead end.
• Fix: Use “Mark as Complete” triggers to launch follow-up automations or add tags for segmentation.

GHL Manual Call Actions might seem like a small piece of the automation puzzle, but don’t underestimate their power. They inject a vital human touch into your workflows and help your team stay organized and responsive without losing momentum.

By integrating them into your sales, support, or onboarding processes, you’ll reduce missed opportunities, boost conversions, and deliver a smoother customer experience.

So, what’s next? Head into your workflows, try inserting a GHL Manual Call Actions, and test it live. With just a few clicks, you’ll add a whole new level of personalization and accountability to your client communication strategy.

Have you tested GHL Manual Call Actions yet? Drop a comment below or share your use case we’d love to see how you’re using it inside GoHighLevel.

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