Latest Updates To Pinnacle Ai CRM

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New Feature: Customizable Contact Type

December 15, 20231 min read

We're excited to introduce a powerful new feature in our CRM system that will streamline your contact management and enhance the way you organize your valuable business connections. Contact Types are here to simplify and improve your CRM experience.

What is Customizable Contact Type? Contact Types provide a categorization system for your contacts, making it simpler to organize and manage them effectively. You can customize these types to align with your unique business requirements.👇🏻

⭐️ Why does it matter to your business?

  • Efficient Organization: Easily categorize and group your contacts for streamlined management.

  • Customization: Tailor Contact Types to match your specific business needs.

  • Simplified Segmentation: Quickly filter and access contacts based on their assigned Contact Type.

⭐️ How to Use Customizable Contact Type:

  1. Access Smartlist: Navigate to Contacts and click on Smartlist.

Customizable Contact Type

  1. Assigning Contact Type:

  • When creating a new contact, the Contact Type is a mandatory field with a dropdown menu containing existing types.

  • For existing contacts, you can update the Contact Type on the contact details page.

Customizable Contact Type

  1. Adding, Renaming, or Deleting Contact Types:

  • Navigate to Settings > Custom Fields.

  • Search for "Contact Type" and click "Edit." Here, you can add, rename, or delete Contact Types as needed.

Customizable Contact Type

  1. Filtering Based on Contact Type:

  • Use the "Type" filter in the Smartlist filter.

  • Create and save different filter views for various contact types, allowing you to segment and manage contacts efficiently.

Customizable Contact Type

With Contact Types, you'll have an effective solution for organizing your contacts, enhancing efficiency, and customizing your CRM experience. Try it out today and experience the benefits firsthand!

If you have any questions or need assistance in implementing Contact Types, please don't hesitate to reach out to our support team.

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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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