Rename Workflows From The Listings Page

Rename Workflows From The Listings Page

System Updates
May 22, 2024•1 min read

A business owner can swiftly rename their marketing automation workflows based on current promotions or seasonal campaigns, ensuring clear organization.

Rename Workflows From Listings Page: Easily rename your workflows directly from the listings page, saving time and simplifying organization within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Streamlined workflow management: Quickly rename workflows without the need to open them individually, enhancing efficiency in task management.

  • Improved organization: Simplify workflow organization by easily updating names from the workflows list, enhancing overall productivity.

  • Enhanced user experience: Enjoy a smoother workflow management process with this intuitive feature update.

⭐️ How To Rename Workflows From Listings Page:

  1. Access the “Automation” tab from the left navigation menu. Click on Workflows from the upper navigation and select the workflow you want to rename. Click on the three dots, then click on Rename workflow.

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  1. Enter a new name for your workflow in the provided field. Click the “Save” button to confirm the changes.

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With this new feature, managing tasks and organizing workflows within the CRM has never been easier, allowing businesses to save time and focus on growing their businesses effectively.

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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.

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