Latest Updates To Pinnacle Ai CRM

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New Calendar View

January 10, 20241 min read

Revolutionize your appointment management with our upgraded calendar view, introducing a range of features to streamline scheduling for ultimate efficiency.

New Calendar View: Effortless appointment management awaits you with our enhanced calendar view, introducing a suite of features designed to simplify and optimize your scheduling experience.👇🏻

⭐️ Why does it matter to your business?

  • Seamless Navigation: The quick month view ensures effortless navigation through future dates, guaranteeing you never miss a crucial appointment.

  • Time-saving Multi-User Selection: Bid farewell to individual user management; now, select multiple users simultaneously and view their appointments in one consolidated display.

  • Unified Scheduling Experience: Enjoy the convenience of a multi-calendar view, allowing you to choose different calendars and consolidate all appointments in one comprehensive display.

⭐️ How To Use New Calendar View?

  1. Quick Month View: Click on Calendars from the side menu and the Calendars on the top menu. Click the Month button and select the month you wish to view.

  1. Multi-User Selection: Click on User to view multiple user’s calendars at once.

  1. Multi-Calendar View: Click on “Calendars” to choose the calendar/s you want to view.

  1. Multi-Group View: Click on “Groups” to choose the calendar groups you want to view.

  1. Color Coding for Clarity: Identify appointments easily with color-coded distinctions for users and customized color settings for groups and calendars. You can select specific colors by clicking the button as shown.

  1. After Clicking on the button this window will appear where you can select your desired color.

  1. Intuitive Icons: Recognize events instantly with new and intuitive icons for enhanced event identification.

Experience a time-saving and hassle-free appointment management process with our meticulously designed calendar features, allowing you to focus on delivering exceptional service to your clients.

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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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