Solution

Latest Updates To Pinnacle Ai CRM

Bulk Edit in Opportunities

Bulk Edit in Opportunities

system updates
August 27, 2024•1 min read

Reduce your workload and modify several contacts as a unit with Bulk Edit in Opportunities. This feature allows you to select multiple contacts and apply changes to them, keeping the experience fast and simple.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Efficiency: This saves you time and effort by allowing you to implement the change to several contacts altogether.

  • Ensured Accuracy: Minimizes error by removing the repetition of manual edits that need to be done, ensuring the change is applied correctly.

  • Maintain Consistency: By applying all changes to several contacts you ensure the experience remains the same across all, even if you need to revert the changes.

⭐️How To Use Bulk Edit in Opportunities:

  1. To start go to your settings, and head to the Labs section. There enable the option Bulk Edit Opportunities

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  2. Navigate to the Opportunities section and select List View.

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  3. Check the box next to the contacts you’d like to edit

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  4. Click the edit button at the top

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  5. Select the fields you want to update and enter the new information.

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  6. Click on Confirm to apply your changes.

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Make the most out of your time by avoiding individual changes with Bulk Edit in Opportunities. Now you can modify fields as needed while keeping information consistent and accurate.

OpportunitiesBulk EditNew FeatureNew UpdatesBulk Actions
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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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