Attribution Parameters On Contact Widgets

Attribution Parameters On Contact Widgets

Attribution Parameters On Contact WidgetsPinnacle 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
Opportunity Widgets | Lost Reason Filter

Opportunity Widgets | Lost Reason Filter

Opportunity Widgets | Lost Reason FilterPinnacle 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
IS ALL OF Custom Dashboard Widgets

IS ALL OF Custom Dashboard Widgets

IS ALL OF Custom Dashboard WidgetsPinnacle Ai
Published on: 01/03/2024

This allows you to filter and showcase details for contacts with all specified tags.

System Updates
Task Widget Updated

Task Widget Updated

Task Widget UpdatedPinnacle Ai
Published on: 02/02/2024

Our CRM's task enhancement introduces a revamped task widget on the dashboard, addressing user concerns and providing a seamless experience. Users can now easily link tasks with contacts, navigate thr..

System Updates
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