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How to Approve Manual Steps
How to Approve Manual Steps
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Written by Brittany Watmore
Updated over a week ago

How to give the green light to a step in your campaign for SMS or connection requests

  1. Click Dashboard

    image-png-Sep-22-2023-03-34-28-5848-PM

  2. Click 'My Tasks' to see a sortable list or Click the 'Make a call' under your 'My Task' list

    my tasks 2

  3. View the message that is scheduled to be sent or 'edit'

  4. Click 'Approve'

    1. Click 'Go to Inbox'

      to view the unified inbox

      1. You can choose to approve .cancel, hold or edit the message

NOTE: If approval is needed for any step, you must take action in order for a prospect to proceed through the campaign.

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