Pinnacle AiYour dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!
Pinnacle AiManaging your opportunities can be tedious and time-consuming when multiple cards need to be updated in the same way. To make this process simpler, we’ve introduced Bulk Actions to the Opportunities Card view. Let’s check it out!
Pinnacle AiAdding notes to your appointments helps you connect with customers and bring them a better experience. However, the notes are specific to each contact, so this improvement makes the experience smoother by keeping the notes attached across modules.
Pinnacle AiA Contact Engagement Score helps you gauge when a contact is at their prime for conversion. Having a clear display of this metric helps strike when the iron is hot and increase conversions. Interested in adding it to your Opportunity Cards? Let’s explore how!
Pinnacle AiWorkflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
Pinnacle AiWhen managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!
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