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Latest Updates To Pinnacle Ai CRM

Daily Summary Reminders

Daily Summary Reminders

system updates
August 27, 2024•1 min read

Running a business is no simple task, there are fires to put out and tasks to complete. The best way to keep on schedule is with Daily Summary Reminders. This feature sends you a daily notification about overdue and pending tasks for you to complete in a timely manner.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Efficiency: By reminding you what you need to complete on a daily basis this help you maintain efficiency within your business.

  • Help Prioritizing: The constant reminders also mean they keep you on track of your deadline allowing you to know which task to complete first.

  • Customer Satisfaction: Keeping on top of your tasks will improve customer satisfaction and guarantee you retain in line with client expectations.

⭐️How To Use Daily Summary Reminders:

  1. Navigate to your settings and go to the My Profile section. In there switch to the Notifications tab on the top.

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  2. Set the Time you'd like to receive the notifications.

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  3. Check the box for each channel you want to receive the notifications in.

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  4. Click Save to maintain the settings, in an hour you’ll start receiving the reminders you’ve set up.

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Daily Summary Reminders allow you to keep track of all pending tasks so you can complete them all in time, meet client expectations, and maintain your team on schedule.

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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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