Latest Updates To Pinnacle Ai CRM

blog image

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.

new featureopportunitycustom fields
blog author image

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.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.