Latest Updates To Pinnacle Ai CRM

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IS ALL OF Custom Dashboard Widgets

March 01, 20241 min read

Our CRM now allows you to group tags using the "Is All Of" condition in dashboard widgets. This means you can filter and display information based on contacts that have all specified tags, providing more detailed insights.

IS ALL OF Custom Dashboard Widgets: This allows you to filter and showcase details for contacts with all specified tags.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Precision: Easily filter and view contacts that meet specific criteria by grouping tags together.

  • Deeper Insights: Gain a more comprehensive understanding of contacts by refining your dashboard widgets based on multiple tag conditions.

  • Increased Efficiency: Streamline your workflow and focus on contacts that meet precise criteria, saving time and effort.

⭐️ How To Use IS ALL OF Custom Dashboard Widgets:

  1. Access the dashboard in your account from the left navigation menu and click on the Edit Dashboard button.

  2. Now click on the “+Add Widget” button.

  3. Now select the Widget type you want to add.

  4. After selecting the desired widget in the widget settings access the Conditions tab and click on Add condition.

  5. While adding the conditions Choose the “Tag” filter from the dropdown menu.

  6. Here you can see the newly added "Is all of " feature.

    In conclusion, our CRM's new feature empowers you to precisely filter and display information by grouping tags with the "All Of" condition in dashboard widgets. This enhancement offers increased efficiency, deeper insights, and enhanced precision, allowing you to focus on the most relevant data for informed decision-making in your small business. Simply customize your widgets with this feature to streamline your workflow and maximize the benefits of our CRM.

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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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