Latest Updates To Pinnacle Ai CRM

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Multi-File Upload Supported On Forms

February 22, 20241 min read

Introducing a groundbreaking enhancement to our CRM: the ability to enable multi-file upload on forms. Now, streamline your file management with the convenience of uploading and organizing multiple files effortlessly, ensuring a more efficient and controlled experience for your small business needs.

Multi-File Upload Supported On Forms: Enable multi-file upload on forms, allowing users to easily upload and manage multiple files on the CRM.👇🏻

⭐️ Why does it matter to your business?

  1. Efficient File Management: Easily drag and upload multiple files, streamlining the process.

  2. Enhanced Control: Delete incorrect files before finalizing the upload.

  3. Improved Accessibility: Upgraded handling of file uploads in CSV exports, email notifications, and autoresponders, providing links to individual files for better organization.

⭐️ How To Use Multi-File Upload Supported On Forms:

  1. Access the sites tab from the left navigation menu and select Forms/Surveys and choose to start from scratch or use a template.

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  2. In the Builder click on the “+” button and select the custom field and click on the “Add Custom Fields” button.

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  3. And select “File Upload” and click Next.

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  4. Name the custom field & check the box for all file types and hit the save button.

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  5. Now Add the custom field you created in the Form/Survey.

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  6. You can see the newly added custom field in the builder. Click the save button and click on preview.

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  7. While filling in the form now you can add multiple files.

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  8. In the Confirmation email you can see the multiple files field.

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Implementing these steps enhances your overall CRM experience, providing a more efficient and organized approach to file management.

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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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