Latest Updates To Pinnacle Ai CRM

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Custom Lost Reasons for Opportunities

February 07, 20241 min read

Revolutionize your sales strategy with our CRM's latest addition – custom lost reasons for opportunities. Now, gain invaluable insights into why deals are lost, streamline decision-making with personalized categorizations, and visualize trends on your dashboard for enhanced sales performance analysis.

Custom Lost Reasons for Opportunities: This feature allows you to categorize and analyze why sales are marked as lost or abandoned.👇🏻

⭐️ Why does it matter to your business?

  • Enhanced Insights: Gain valuable insights into sales performance by creating and applying custom loss reasons, providing a clear understanding of why opportunities are not converted.

  • Streamlined Decision-Making: Efficiently categorize lost opportunities with personalized reasons such as "out of budget," "not interested," or "no contact," streamlining your decision-making process.

  • Dashboard Integration: Leverage the power of custom widgets on the dashboard to visualize and analyze loss reasons over specific date ranges, offering a comprehensive overview of sales trends.

⭐️ How To Use Custom Lost Reasons for Opportunities::

  1. Access the settings in your CRM.

  2. Access the Custom fields from the left navigation menu Click on All Fields and search Lost reason custom field. Now select the field and click on bulk actions and edit.

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  3. Now click on the add an action button.

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  4. Add the option according to the requirements ( e.g Lost, Not interested etc) and click save.

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  5. Now go back to the main menu.

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  6. Access the Opportunities Tab from the left navigation menu and click on the opportunity card.

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  7. Click on “Opportunity Details” to update the status to “lost” and then you can select the reason for the lost opportunity and then click on the update button to save.

Implement this feature today to revolutionize your approach to understanding and addressing lost opportunities in our CRM.

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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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