How to Set Cost Price and Margin to Track Profit per Product
Define cost price and margin per product in Payments to auto-calculate profit. See cost data in transaction exports, invoices, and calendars for clearer margins and loss visibility.

Define cost price and margin per product in Payments to auto-calculate profit. See cost data in transaction exports, invoices, and calendars for clearer margins and loss visibility.

Bulk-create and update custom object records with CSV. Map columns, control blank-cell overwrites, handle duplicates, and track results for fast, accurate data loads.

Save time and reduce errors: learn how to bulk create, update, and export company records in Pinnacle using CSV. Step-by-step import/export guide, mapping tips, and troubleshooting.

Link your Canva account to Pinnacle media storage to import, edit, and sync designs without manual downloads or duplicates. Step-by-step setup, permissions, and best practices.

Use Pinnacle's Response Style Settings to set concise, balanced, or detailed AI replies—soft limits that adapt to context for clearer support, onboarding, and product guidance.

Route customer replies precisely with the new All-in-One Chat filters. Learn how to select Reply Channel, set Chat Type (Chat Widget or Live Chat), and update workflows with step-by-step setup, migration checklist, and best practices.

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