Latest Updates To Pinnacle Ai CRM

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Opportunity Custom Fields Added to Event Start Date Action

January 27, 20242 min read

Optimize your workflow automation with our latest CRM update, featuring a powerful enhancement for opportunity custom fields in event start date actions. Now, experience streamlined processes, improved data visibility, and time-saving efficiency, providing you with greater control over your business operations.

Opportunity Custom Fields Added to Event Start Date Action: Effortlessly leverage opportunity custom fields within event start date actions in our CRM's workflow👇🏻

⭐️ Why does it matter to your business?

  • Streamlined Automation: Seamlessly integrate opportunity custom fields into event start date actions, allowing for more tailored and precise workflow automation.

  • Improved Data Visibility: Ensure custom values associated with if-else actions are accurately displayed when workflows are copied between locations, providing enhanced data visibility and consistency.

  • Time-Saving Efficiency: Benefit from a simple yet powerful update that addresses a previous limitation, saving valuable time for users who rely on opportunity custom fields in their workflows.

⭐️ How to use Opportunity Custom Fields Added to Event Start Date Action: To start using this feature, follow these straightforward steps:

  1. Access the workflow builder by clicking on the automation tab on the left sidebar menu and then click “ +Create Workflow “.

Choose to create from scratch or edit an existing workflow.

  1. When setting up an event start date action, take advantage of the newly added ability to use opportunity custom fields, enhancing the precision of your workflow automation. Make sure to use opportunity based triggers to use opportunity based custom fields.

  1. Add the “Set Event Start Date” action.

  1. Select the type as a custom field.

  1. Click on the custom values button.

  1. Now you can add the  opportunity as a custom value in the workflow.

Experience the streamlined and improved workflow process, leveraging the power of opportunity custom fields for more tailored and efficient automation. Implement these changes into your existing workflows or incorporate them into new ones for improved control and flexibility.

Enjoy the increased efficiency and precision that this workflow enhancement brings to your CRM experience.

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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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