Pinnacle AiManaging internal to-dos that aren’t tied to a person inside the CRM was impossible; however, we understand that it's necessary to have a smoothly running business. So, with this update, you can use workflows to automate those tasks thanks to the removal of the “must have a contact” blocker. Let’s check it out!
Pinnacle AiThe Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It’s a vital part of the smooth operation of your business, and we’re happy to announce a few updates that will make it even more convenient for you!
Pinnacle AiKeeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.
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