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Enhancing User Experience with Activity Cards in Pinnacle AI CRM

October 23, 20231 min read

Pinnacle AI CRM proudly presents its latest feature: Activity Cards. This innovative tool offers users a consolidated view of vital updates, ensuring they remain informed in real-time without the need to switch between different modules.

Feature Highlights

  • Opportunities: Activity cards are generated in real-time when any opportunity is created, updated, or deleted. This ensures users are always informed about potential leads. With a simple click on "View Opportunity", users can make immediate changes.

  • Appointments: Stay updated with every appointment change. Whether an appointment is created, rescheduled, or canceled, an activity card will appear in the conversation panel. The "View Appointment" option allows users to edit the appointment without leaving the conversation panel.

  • Do Not Disturb (DND): If a contact is marked as DND or removed from it, activity cards will notify users about the contact's current preference.

  • Invoices: For enhanced transparency, activity cards will display when an invoice is sent to a contact or when a payment is received. By clicking on "View Invoice", users will be redirected to a new tab to view the detailed invoice.


Thought-Provoking Questions and Insights

  • Real-time Updates: How can real-time activity cards redefine the way businesses interact with CRM platforms?

  • Efficiency in Navigation: With the introduction of activity cards, how does this feature streamline the user experience, reducing the need to switch between different modules?

  • Enhanced Transparency: How crucial is it for businesses to have immediate access to updates like invoice statuses and appointment changes in today's fast-paced digital environment?

Stay informed and enhance your user experience with the new Activity Cards feature in Pinnacle AI CRM!

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Charles Higgins

He is the father of two handsome boys, one beautiful girl, and an automotive enthusiast. He has worked in the automotive industry for over 20 years, with experience spanning everything from sales and service to financing and management. Charles' goal is to share his knowledge and experience with other sales professionals from various industries and businesses. He believes that brand building and social media marketing while utilizing the latest technology gave him the upper edge in his field. Charles wants to share these skills that he has honed over the years so that others can benefit from his expertise.

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