Custom Lost Reasons for Opportunities
Published on: 07/02/2024
Introducing custom loss reasons for opportunities in our CRM, allowing you to categorize and analyze why sales are marked as lost or abandoned.
System Updates
Introducing custom loss reasons for opportunities in our CRM, allowing you to categorize and analyze why sales are marked as lost or abandoned.
Effortlessly organize and analyze your opportunity board data using custom filters in our CRM. Filters, supporting both standard and custom fields, empower you to quickly access specific information f...
Unlock refined search in Pinnacle AI CRM with advanced filters for custom fields in opportunities! Experience enhanced precision, flexibility, and efficiency in navigating opportunities.