Latest Updates To Pinnacle Ai CRM

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Detailed Filtering In Opportunities

December 28, 20231 min read

Optimize your opportunity management with our CRM's newest feature – Detailed Filtering. Streamline your workflow by effortlessly organizing and analyzing opportunity board data using custom filters, ensuring targeted data segregation and flexible decision-making for business success. Dive into enhanced customization and efficiency as you navigate your opportunities with precision.

Detailed Filtering In Opportunities: Effortlessly organize and analyze your opportunity board data using custom filters in our CRM. Filters, supporting both standard and custom fields, empower you to quickly access specific information for informed decision-making.👇🏻

⭐️ Why does it matter to your business?

  • Targeted Data Segregation: Use filters to precisely segregate and view relevant data on your opportunity board, optimizing your workflow.

  • Customizable Logic: Apply AND or OR conditional logic to filters, ensuring flexibility in meeting specific criteria for each opportunity.

  • Enhanced Decision-Making: Quickly assess and analyze opportunities based on standard and custom fields, streamlining your decision-making process.

⭐️ How To Use Detailed Filtering In Opportunities?

  1. New Filtering Option: Click the filter icon in the top right corner of the opportunities board.

    2. First Level of Filtering Options:

    3. Combine to create the perfect filter: Use And & Or to create the perfect search.

  1. Access Custom Fields inside an opportunity: Click on Opportunities then click on any custom opportunity card.

  1. Add or Manage Any Fields: From within the opportunity details, scroll down and click “add/manage fields:

  1. Another way to access custom fields: Under settings click on custom fields

Transform your opportunity management with our CRM's latest feature – Custom Filters. Effortlessly navigate and analyze your opportunity board data, ensuring targeted segregation and flexibility in decision-making for your business success.

opportunitiesfilters
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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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