Latest Updates To Pinnacle Ai CRM

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New Dashboard Widgets for Contacts & Appointments

February 09, 20242 min read

Exciting news for our CRM users! We've just launched dynamic contact and appointment widgets, allowing you to tailor your dashboard with detailed contact insights and upcoming appointment summaries, enhancing your ability to make informed decisions and showcase the value our CRM brings to your business. Dive into personalized data management and efficient appointment tracking for a more streamlined and successful small business operation!

New Dashboard Widgets for Contacts & Appointments: Our CRM introduces powerful contact widgets, allowing you to customize your dashboard with insightful statistics, such as contacts with email or phone numbers, total contacts, and more. Additionally, we've added appointment widgets for tracking upcoming appointments, providing a comprehensive view of your business data.👇🏻

⭐️ Why does it matter to your business?

  • Customized Insights: Tailor your dashboard with contact widgets to display specific contact details, enabling quick access to crucial information.

  • Efficient Appointment Management: Streamline your scheduling process by utilizing appointment widgets, offering a snapshot of upcoming appointments and creating appointments for better organization.

  • Informed Decision-Making: Empower your business decisions with up-to-date stats, showcasing the value our CRM brings to your operations and facilitating quick, informed choices.

⭐️ How To Use The New Dashboard Widgets for Contacts & Appointments::

  1. Access your dashboard from the left navigation menu and click on “Edit Dashboard”.

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  2. Now click on “+Add Widget”.

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  3. Now Select the Contacts tab.

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  4. From here you can add the widgets according to your requirements.

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  5. For example, we are adding contact count widget.

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  6. After adding the required widget, you can view them on the dashboard.

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FOR APPOINTMENTS

  1. Choose the Appointments tab.

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  2. Now choose the widget according to the requirements.

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  3. You can view the newly added widgets on the dashboard now.

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Implementing these steps will allow you to seamlessly integrate and benefit from the enhanced contact and appointment widgets, offering a more personalized and efficient CRM experience for your small business.

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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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