Latest Updates To Pinnacle Ai CRM

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Move Forms & Surveys Between Folders

January 06, 20241 min read

Elevate your CRM experience! Our latest enhancement empowers you to effortlessly relocate forms and surveys within the system, providing unparalleled organizational flexibility and streamlining your workflow for a more efficient business operation.

Move Forms & Surveys Between Folders: It allows you to effortlessly relocate forms and surveys to the root folder, providing enhanced organizational flexibility and a smoother workflow.👇🏻

⭐️ Why does it matter to your business?

  • Organizational Flexibility: Move forms and surveys seamlessly between folders to adapt to your evolving business needs.

  • Streamlined Workflow: Enhance efficiency by simplifying the process of managing and organizing your forms and surveys.

  • User-Friendly Interface: Make your CRM experience easier and better with this intuitive feature for quick navigation.

⭐️ How To Use Move Forms & Surveys Between Folders ?

  1. Click on the form or survey you wish to move within the CRM interface.

    2. Click the the 3 vertical dots and look for Move to Folder.

    3. Confirm your action by clicking "Move to Folder" and choose the destination folder if needed.

    Experience the ease of managing your forms and surveys, boosting your organizational efficiency. Make the most of this enhancement and enjoy a more efficient Monday with 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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