Client Portal in Contacts Tab

Client Portal in Contacts Tab

September 20, 20241 min read

Adding and managing the members of your courses and community groups can be quite a hassle. However, we want to make it as simple as possible for you! Introducing Client Portal in Contacts Tab, this feature allows you to handle the Offers, Groups, and passwords for your clients directly inside of the CRM.

⭐️Why Is This Feature Beneficial To Your Business?

  • Minimize Errors: Ensure you’re at the right place by directly handling the changes from the contact card, lowering the risk of issues arising.

  • Increased Efficiency: Reduce the time it takes to handle products related to your memberships or groups by removing the need to sign in to the Client Portal.

  • Better Contact Organization: The easy adding to groups and campaigns allows you to sort and categorize your contacts or use already existing lists as a basis to add them to offers.

⭐️How To Use Client Portal in Contacts Tab:

  1. Go to the Contacts section and click on your desired contact.

    1
  2. Scroll down on the right side until you see Client Portal.

    2
  3. To add a contact to a Course Offer or Group open the drop-down menu and select an option.

    3
  4. If a contact is already in a Course Offer or Group you’ll have to option to reset their password or send a link for the contact to do it.

4

With the addition of the Client Portal in the Contacts Tab now you can manage your Groups and Offers easily, ensuring customer satisfaction and keeping your contacts organized!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.