Pinnacle AiLearn how to automate CRM updates using Fathom triggers and actions—transcribe, summarize, and sync meeting context to contact cards for faster follow-ups.
Pinnacle AiLearn how to create a custom field in Pinnacle with the new, cleaner interface and live preview. Follow the step-by-step workflow and see why admins love the updates.
Pinnacle AiLearn how the updated Review Request page helps you quickly find the right customer request using contact search, “sent via” (WhatsApp, email, phone) filters, and status triage for faster responses.
Pinnacle AiLearn how Pinnacle’s new image layout controls help you design cleaner, more readable forms and surveys—plus slide-level overrides for survey steps and extra customization for centered layouts.
Pinnacle AiLearn how Advanced Filters in Pinnacle help you narrow analytics to what matters most. Discover step-by-step nested vs alternative filtering to uncover insights faster—without exporting data.
Pinnacle AiLearn how to export email metrics to a shareable CSV—deliveries, opens, and clicks—then send it to your team or partners. Includes recent export and campaign-focused options.
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