Latest Updates To Pinnacle Ai CRM

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Automatic Time Zone Capture on Forms & Surveys

January 15, 20242 min read

Introducing a game-changing enhancement in our CRM: Automatic Time Zone Capture in Forms and Surveys. Say goodbye to scheduling headaches and ensure your messages reach clients at the perfect moment, effortlessly organized based on their local time.

Automatic Time Zone Capture on Forms & Surveys: Now, effortlessly streamline your workflow as the system seamlessly captures and organizes lead time zones upon form or survey submission, ensuring your messages are delivered at the optimal time across the globe. No more manual input—just enhanced efficiency for your small business.

⭐️ Why does it matter to your business?

  • Precision in Communication: Ensure your messages are delivered at the right time across different time zones.

  • Effortless Contact Management: Automatically capture and organize contact time zones without manual input.

  • Enhanced Workflow Efficiency: Time zone sensitivity in workflows becomes even more effective with auto-captured time zones.

⭐️ How To Use Automatic Time Zone Capture on Forms & Surveys:

  1. Access the Form or Survey Builder by clicking on the Sites tab from the left sidebar menu. Then choose to create from scratch or use a template or you can edit an existing one as well.

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  2.  In this example we are using a form but all the steps are the same for surveys as well. Once you are in the builder create your form and add the fields you need. After creating your form click on the settings button to enable the time zone toggle.

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  3. After opening the setting go to “Options” and scroll down to find the new time zone feature. Turn the toggle on.

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  4. Then click on the “Save” Button

  5. After saving click on “Back” Button to go back to main menu

  6.  Now to check the details of the filled form click on the form in the top menu bar and select submissions.

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  7.  In the Submissions , select a form from the list to see its details. You will see the timezone bar here . It will show you the time zone of the contact who will submit the form.

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time zoneformssurveystime zone capture
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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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