Affiliate Workflow Actions

Affiliate Workflow Actions

Affiliate Workflow ActionsPinnacle Ai
Published on: 12/08/2024

The Affiliate Workflow Actions feature allows users to automate the addition of leads and manual sales under specific affiliates, enhancing affiliate management and boosting sales efficiency.

System Updates
Default Workflow Re-Entry Setting

Default Workflow Re-Entry Setting

Default Workflow Re-Entry SettingPinnacle Ai
Published on: 12/07/2024

This feature improves the testing and usability of workflows within the CRM.

System Updates
Workflow Action Google Sheets Lookup Multiple Rows

Workflow Action Google Sheets Lookup Multiple Rows

Workflow Action Google Sheets Lookup Multiple RowsPinnacle Ai
Published on: 27/05/2024

This new feature enables businesses to search for and retrieve multiple rows of data from a Google Sheets document within the CRM's workflow.

System Updates
Connect On Key Press Added To Call New Feature: Connect Workflow Action

Connect On Key Press Added To Call New Feature: Connect Workflow Action

Connect On Key Press Added To Call New Feature: Connect Workflow ActionPinnacle Ai
Published on: 06/03/2024

This new feature enables seamless connection between salespersons and leads through automated call initiation upon key press, enhancing efficiency and ensuring timely client engagement.

System Updates
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