Latest Updates To Pinnacle Ai CRM

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Advanced Filters for Custom Fields in Opportunities on Pinnacle AI CRM!

October 19, 20231 min read

Pinnacle AI CRM is proud to introduce its latest enhancement: advanced filters for custom fields within opportunities. This update is designed to refine the search experience, offering users unparalleled precision and efficiency when navigating through opportunities.

What's New?

  • Enhanced Filtering Capabilities: Users can now filter opportunities based on any custom fields created within an account. This enhancement ensures a more precise and efficient search experience.

  • Comprehensive Logic Support: The newly introduced filters can be combined with existing ones. Additionally, they support AND/OR logic, providing users with greater flexibility in defining their search criteria.

  • Supported Filters:

    • Multi-Select Fields: Dropdown and checkbox options include 'is' and 'is not'.

    • Date Field: Options range from 'yesterday' to 'last year'.

    • Custom Text Fields: Includes conditions like 'contains', 'not contains', 'empty', and 'not empty'.

    • Numerical Fields: Conditions such as 'equal to', 'less than', and 'greater than' are available.

    • Monetary Field: Filters like 'equal to', 'less than', 'greater than', 'empty', and 'not empty'.

    • Phone Field: Options include 'is', 'is not', 'empty', 'contains', and 'not contains'.

    • Single Select Field: Dropdown and radio button options are 'is' and 'is not'.


Thought-Provoking Questions and Insights

  • Precision in Search: How might the introduction of advanced filters for custom fields enhance the precision and efficiency of searching through opportunities?

  • Customization and Flexibility: How can the comprehensive logic support, combined with a variety of filter options, cater to diverse user needs and preferences?

  • Optimized User Experience: In what ways can the enhanced filtering capabilities streamline the user experience, making opportunity management more intuitive and user-friendly?

Dive into the world of refined search with the advanced filters for custom fields in opportunities on Pinnacle AI CRM!

advancedcustom fieldsefficiencyenhanced filteringflexibilityopportunitiesprecisionpinnacle ai crmsearch experienceuser-friendly
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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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