Latest Updates To Pinnacle Ai CRM

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Community Membership Questions

February 15, 20241 min read

Introducing a game-changing update to our CRM's Communities feature: Membership Questions. Now, effortlessly prescreen and approve community members with custom questions, streamlining onboarding and ensuring a perfect fit for your private groups.

Community Membership Questions: The CRM introduces a new Membership Questions feature in Communities, allowing businesses to ask potential community members questions before they join, streamlining the onboarding process.👇🏻

⭐️ Why does it matter to your business?

  • Enhanced Screening: Businesses can pre-screen community members by asking tailored questions, ensuring a better fit for their private community.

  • Efficient Approval Process: Easily manage incoming requests, review answers, and approve memberships in a centralized interface.

  • Customizable Question Types: Businesses can create diverse question types for a comprehensive understanding of potential members.

⭐️ How To Use Community Membership Questions:

  1. Access the Memberships tab from the left navigation Menu and then go to Communities and click on Groups.

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  2. Now Login to your group.

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  3. In your group Click on the Settings Icon.

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  4. Now click on the Newly Added “Membership Questions " feature and then Click on “+Add Questions”.

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  5. Select the Questions Type which you want and hit the save button.

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  6. After Adding the questions True on the Membership Questions Toggle and then hit the Save button.

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  7. This is how the questions look in real time.

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  8. When a contact will answer the questions go to the peoples tab to see the request.

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  9. In the people tab select Requested from the dropdown list to see the request.

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Implementing this feature ensures a seamless and efficient community building process within the CRM, enhancing the overall management of private communities.

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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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