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!