Custom Lost Reasons for Opportunities

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
Detailed Filtering In Opportunities

Detailed Filtering In Opportunities

Published on: 28/12/2023

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...

System Updates
Advanced Filters for Custom Fields in Opportunities on Pinnacle AI CRM!

Advanced Filters for Custom Fields in Opportunities on Pinnacle AI CRM!

Published on: 19/10/2023

Unlock refined search in Pinnacle AI CRM with advanced filters for custom fields in opportunities! Experience enhanced precision, flexibility, and efficiency in navigating opportunities.

System Updates

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