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Latest Updates To Pinnacle Ai CRM

Remove From Workflow Action Enhancements

Remove From Workflow Action Enhancements

system updates
September 18, 2024•1 min read

Workflows allow you to simplify and streamline your processes. Once that process is completed, removing contacts from workflows doesn’t have to be tedious. With the Remove From Workflow Action enhancements, this process is simpler than ever.

⭐️Why Is This Enhancement Beneficial To Your Business?

  • Multiple Workflow Removal: Now, you can select several workflows to remove your contacts instead of doing so individually, ensuring all communications cease when needed.

  • Execution Logs: Even when a user is not part of a workflow they are meant to be removed from this action is reflected in the execution logs as skipped. Previously, there would be no log entry.

  • Integrated Actions: The “Remove from all workflows” action is now integrated into the “Remove From Workflow” action, combining both into one for ease of use.

⭐️How To Use Remove From Another Workflow Action:

  1. Inside the workflow builder click the plus sign icon to add an action.

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  2. Select the Remove From Workflow action then open the drop-down menu and select "Another Workflows".

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  3. Select the Workflow(s) you want to remove the contact from.

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  4. Click Save Action then save the workflow to keep the changes.

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The Remove From Workflow Action enhancements ensure that your process runs smoothly, setting your workflows up is simple and secure, and you can trust your workflows to function as intended.

New UpdateNew FeatureEnhancementsAutomationWorkflowsRemove From Workflows Action
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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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