Latest Updates To Pinnacle Ai CRM

blog image

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.

    A screenshot of a computerDescription automatically generated
  2. Start from the blank or use a template.

    A screenshot of a computer screenDescription automatically generated
  3. Add a new action "Copy Contact" from the list.

    A screenshot of a computerDescription automatically generated
  4. Now select the account where you want to copy the contact.

    A screenshot of a contact pageDescription automatically generated
  5. Turn on the “Copy Tags” toggle. This feature will allow you to copy the tags linked to the contact.

    A screenshot of a contact pageDescription automatically generated
  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.

    A screenshot of a contact pageDescription automatically generated
  7. To turn off the toggle "Allow duplicate contact" go to settings.

    A screenshot of a computerDescription automatically generated
  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.

    A screenshot of a computerDescription automatically generated

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

copy contactworkflow enhancement
blog author image

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.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.