Latest Updates To Pinnacle Ai CRM

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Copy Contact Workflow Enhancements

February 26, 20242 min read

Revolutionize your contact management with our CRM's latest workflow action enhancement! Now, effortlessly update existing contacts, organize them with multiple tags, and save time by skipping copies without essential information, ensuring a streamlined and efficient workflow tailored to your small business needs.

Copy Contact Workflow Enhancements: Our CRM now enhances the workflow action of copying contacts between sub-accounts with three key updates. Firstly, it enables the option to update existing contacts within the selected sub-account. Secondly, you can now organize contacts effectively by adding multiple tags to newly copied contacts. Lastly, the feature allows you to skip copying contacts without an email or name, streamlining your workflow.

⭐️ Why Does It Matter To Your Business?

  • Efficient Contact Management: Update existing contacts seamlessly and skip unnecessary copies, ensuring your contact database remains accurate and clutter-free.

  • Enhanced Organization: Easily categorize and organize contacts by adding multiple tags during the copy process, streamlining your contact management strategy.

  • Time-Saving Automation: Save time by skipping the copy process for contacts without essential information, optimizing your workflow and ensuring only valuable data is transferred.

⭐️ How To Use Copy Contact Workflow Enhancements:

  1. Access the Automation tab from the left navigation menu then go to Workflows > +Create Workflow.

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  2. Start from the blank or use a template.

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  3. Add a new action "Copy Contact" from the list.

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  4. Now select the account where you want to copy the contact.

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  5. Turn on the “Copy Tags” toggle. This feature will allow you to copy the tags linked to the contact.

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  6. Turn on the toggle "Update contact if it already exists”. this feature will update the contact rather than duplicating it.

    Note: This feature will only work if the toggle If “Allow duplicate contact” is turned off.

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  7. To turn off the toggle "Allow duplicate contact" go to settings.

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  8. Go to business profile and turn off the toggle. 

    Note: If a contact does not have an Email or a Name then the contact won’t be copied and will be skipped.

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    These enhancements are designed to optimize your contact management process, providing greater flexibility and efficiency in your workflow.

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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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