Latest Updates To Pinnacle Ai CRM

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Task Widget Updated

February 02, 20242 min read

Enhance your task management experience with our CRM's latest update, introducing a revamped task widget on the dashboard. Now featuring an intuitive interface, streamlined display, and powerful actions, effortlessly link tasks with contacts and enjoy improved control for more efficient small business operations.

Tasks Widget Updated: Our CRM's task enhancement introduces a revamped task widget on the dashboard, addressing user concerns and providing a seamless experience. Users can now easily link tasks with contacts, navigate through intuitive date formats, and enjoy a feature-packed interface.

⭐️ Why Does It Matter To Your Business?

  • Effortless Task Management: Simplify task tracking and management with an intuitive UI, making it easy to link tasks with contacts, set due dates, and manage descriptions.

  • Enhanced Visibility: Enjoy a streamlined display with features like task title, due date, contact name, and assigned user, providing a quick overview for efficient task prioritization.

  • Improved User Control: Take advantage of actions such as edit and delete, along with additional options like viewing more details and filtering tasks based on users, ensuring a user-friendly and organized task management process.

⭐️ How To Use Bulk Email Verification: To start using this feature, follow these straightforward steps:

  1. Access the Task Widget:

    • Navigate to the dashboard and locate the task widget.

    • Scroll down and you can see the task widget.

  2. Explore Task Details: Easily identify task details, including task title, due date, task body description, contact name, and assigned user.

  3. Perform Actions: Take control with actions like edit and delete by clicking on the three dots next to each task.

  4. Efficient Navigation: Click on the task title to navigate directly to the contact page, ensuring a seamless user experience.

  5. Additional Features: Scroll down and explore the "Go to Tasks" for a streamlined display when tasks overflow.

    • Utilize filtering options to organize tasks based on users, and change the sort order for better task management.

  6. Access the Contacts tab and then go to the tasks tab in the top menu bar. You can also examine the tasks this way.

    Experience the live update and enjoy the simplicity of the enhanced task widget, designed to make task management easier and more efficient.

    This update aims to improve the overall usability of our CRM, ensuring a better experience for small business owners like you.

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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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