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Latest Updates To Pinnacle Ai CRM

Attribution and UTM Parameter Filters for Opportunity Widgets

Attribution and UTM Parameter Filters for Opportunity Widgets

system updates
August 22, 2024•1 min read

This feature allows you to gain a deeper understanding of your contacts and opportunities based on their source and activities. The data gained can be filtered by properties such as Activity, Session Source, and Medium, creating interactive donut and line graphs.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Marketing: With the added data you can better understand and manage your contact’s campaigns and source, so you can invest in what works.

  • Personalized Data: Tailor your widgets to your needs giving you added control over what you see.

  • Enhanced Control: By identifying which channels, campaigns, or team efforts are most effective aiding you in deciding and better managing your business.

⭐️How To Use Attribution and UTM Parameter Filters for Opportunity Widgets:

  1. Enter edit mode inside the Dashboard section.

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  2. Click on Add Widget and add any Widget under the Opportunity Category.

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  3. Switch to the condition tab. Then add the conditions for choose Attribution and it's type.

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  4. Click on Add Attribution Field. Then configure attribution parameter filters as per your requirements.You can add more by clicking on Add attribution field again.

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  5. Once you're done save your changes.

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When it comes to business management, the more data you have the better. Since it allows you to make informed decisions and maximize your profits, and with Attribution and UTM Parameter Filters for Opportunity Widgets you can get that additional data in a comprehensive manner.

Custom WidgetsNew UpdatesOpportunitiesAttribution UTM Parameters
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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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