Notes & Tasks On The Conversations Page
Pinnacle Ai Published on: 06/06/2024
This feature provides businesses with a seamless way to organize and track important information without navigating away from their ongoing conversations.
System Updates
Pinnacle Ai
View all Contact Notes For A Company
Pinnacle Ai Published on: 06/03/2024
Seamlessly view, add, and edit notes for all contacts associated with a specific company within the CRM. This feature enhances collaboration and organization by consolidating notes in one centralized location.
System Updates
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