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 AiEmail notifications and Appointment calendars help you easily track, plan for, and manage your meetings. However, to achieve more efficiency, we’re glad to introduce a few improvements that will take them to the next level. Meetings promote strong connections, so let’s check out what to expect!
Pinnacle AiAutomation helps standardize processes and improve efficiency in business management, handling much of the heavy lifting and often resulting in numerous workflows. To further streamline organization and access, we're introducing Smart Lists and Advanced Filters in Automation, making it easier to manage and navigate your workflows efficiently.
Pinnacle AiEasily finding your appointments helps you maintain order and control. One tool that aids you in achieving this is Smart Lists, they allow you to filter appointments based on any condition you want them to meet. You might be accustomed to using them inside Contacts but just in case let’s check how to use them in your appointments.
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