Notes & Tasks On The Conversations Page

Notes & Tasks On The Conversations Page

June 06, 20241 min read

A small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.

Notes & Tasks On The Conversations Page: This feature provides businesses with a seamless way to organize and track important information without navigating away from their ongoing conversations.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Productivity: Businesses can efficiently add, edit, and manage tasks and notes directly within the Conversations module, streamlining their workflow and saving valuable time.

  • Improved Organization: With the ability to access task and note management alongside ongoing conversations, businesses can stay organized and keep track of important details without switching between multiple screens.

  • Enhanced Collaboration: The integrated notes and task management feature facilitates better collaboration by allowing businesses to easily share task updates and important notes within the CRM system.

⭐️ How To Use Notes & Tasks On The Conversations Page:

  1. Access the “Conversation” Tab from the left navigation menu, then click on the Required contact You can now create notes and tasks directly from the conversations module’s right pane.

    A screenshot of a computerDescription automatically generated
  2. Click on Tasks and you can Add/delete Tasks.

    A screenshot of a computerDescription automatically generated
  1. To add notes, click on the Notes icon, and then click on the “Add Notes” button.

    A screenshot of a computerDescription automatically generated
  2. Undo Delete Option: introducing the ‘Undo Delete’ feature for both tasks and notes, allowing businesses to effortlessly restore accidentally deleted items and prevent data loss.

    A screenshot of a computerDescription automatically generated

    With this feature, businesses can now streamline their workflow, stay organized, and collaborate more effectively, all within the CRM platform, enhancing productivity and improving overall experience.

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.