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Workflow SMS/Email Action Stats Now Directly Accessible in Builder (Labs) on Pinnacle AI CRM!

October 22, 20231 min read

Pinnacle AI CRM is proud to introduce a streamlined approach to viewing SMS/Email action statistics within the new workflow builder. This enhancement eliminates the need to open each action individually to view stats, offering a more efficient and user-friendly experience.

Feature Highlights

  • Direct Stats Viewing: Users can now directly view the SMS/Email action statistics under each action within the new workflow builder.

  • Detailed Statistics Model: By simply clicking on any of the stats data, users can access a detailed statistics model, offering in-depth insights.

  • Easy Activation: To view stats in the SMS/Email action, users can activate the stats view located at the top left of the builder.


How to Enable the New Workflow Builder

  1. Navigate to 'Location Settings'.

  2. Access the 'Labs' section.

  3. Enable the 'New Workflow Builder' feature.



Thought-Provoking Questions and Insights

  • Efficiency in Workflow Management: How can direct access to SMS/Email action stats within the workflow builder enhance the efficiency of workflow management?

  • User Experience: How might this streamlined approach to viewing statistics contribute to a more intuitive and user-friendly experience?

  • Data-Driven Decision Making: With immediate access to detailed statistics, how can users make more informed decisions regarding their SMS/Email actions?

Dive into the world of efficient workflow management with the enhanced SMS/Email action stats feature on 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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