Opportunity Widgets | Lost Reason Filter

Pinnacle Ai

Published on: 09/07/2024

This feature allows businesses to categorize and analyze lost opportunities by specific reasons within the CRM, enhancing data insights and decision-making.

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

Opportunity Custom Fields Added to Event Start Date Action

Pinnacle Ai

Published on: 27/01/2024

Effortlessly leverage opportunity custom fields within event start date actions in our CRM's workflow, providing enhanced flexibility and control over your business processes.

System Updates

Adding Followers Inside An Opportunity

Pinnacle Ai

Published on: 27/12/2023

Introducing the powerful "Followers" feature, enabling you to add up to 10 “followers” to an opportunity, streamlining collaboration, making it ideal for sales teams, project management, or any scenar...

System Updates