Pinnacle AiCustom Objects help you manage processes specific to your business. Putting limits on how the elements of that relationship can be connected can help keep a clear structure and avoid overlapping links. Let's check it out!
Pinnacle AiCustom Objects help you manage processes specific to your business, keeping relationships clear and simplifying organization. This new tool will help you be even more effective when using your Custom Objects by creating shareable lists that filter results.
Pinnacle AiCustom Objects and their relationships with customers are unique. However, that doesn’t mean you’ll want to enter all data related to them manually. For those moments, we’re happy to introduce these three new actions for workflows to help manage Custom Objects.
Pinnacle AiCustom Objects create associations between contacts or fields, helping you easily track, manage updates, and automate processes related to these relationships. This new feature allows you to develop object-specific workflows. Triggering workflows based on custom object-related triggers and defining actions to automate your processes.
Pinnacle AiCustom Objects allow you to track and manage relationships or processes unique to your organization. The Audit Logs will help you gather detailed insights into changes made across custom objects, including creating, updating, or deleting custom objects, custom object records, and associations between objects.
Pinnacle AiWhen interacting with clients there will be times when two or more people are part of a singular sale or transaction. You can manage these relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying communications.
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