Attribution Parameters On Contact Widgets

Pinnacle Ai

Published on: 19/07/2024

This feature allows users to filter and analyze contacts based on UTM parameters and attribution data directly within the CRM's contact widgets.

System Updates

Revamped Contact Restore App

Pinnacle Ai

Published on: 09/07/2024

This feature enhances the contact restoration process by providing an improved user interface and expanded functionality for restoring contacts and their associated data.

System Updates

Bulk Contact Import Disclaimer

Pinnacle Ai

Published on: 19/06/2024

The CRM now includes a disclaimer during the bulk contact import process, ensuring that your business is aware of your compliance and data protection responsibilities.

System Updates

Add_Remove Contact Follower Workflow Actions

Pinnacle Ai

Published on: 18/06/2024

This feature allows businesses to automate the process of adding or removing followers from contacts, eliminating manual tasks and enhancing efficiency within the CRM.

System Updates

Opportunity - Decoupling Contact & Opportunity Owners

Pinnacle Ai

Published on: 18/06/2024

This feature allows businesses within the CRM to assign separate owners for contacts and opportunities, providing enhanced flexibility and delegation of responsibilities within their organization.

System Updates

New Feature: Customizable Contact Type

Pinnacle Ai

Published on: 15/12/2023

Contact Types provide a categorization system for your contacts, making it simpler to organize and manage them effectively. You can customize these types to align with your unique business requirements

System Updates