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Custom Fields Refresh: Live Preview And Object-Based Views
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In this episode of The Pinnacle Perspective we cover a focused update that streamlines custom fields in Pinnacle AI CRM. The refreshed custom fields area features a cleaner UI, visual markers to identify unique or searchable fields, and an object-based dropdown to switch contexts between Contacts, Opportunities, and more. A live preview shows how a field will appear on the contact page as you build it, reducing guesswork before saving. For businesses, marketers, and agencies this means faster setup, fewer configuration errors, and clearer data that powers smoother automations and cleaner pipelines. The change makes it easier to capture and surface the exact customer details your teams need. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
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Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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By Pinnacle AI Software & ServicesSend us Fan Mail
In this episode of The Pinnacle Perspective we cover a focused update that streamlines custom fields in Pinnacle AI CRM. The refreshed custom fields area features a cleaner UI, visual markers to identify unique or searchable fields, and an object-based dropdown to switch contexts between Contacts, Opportunities, and more. A live preview shows how a field will appear on the contact page as you build it, reducing guesswork before saving. For businesses, marketers, and agencies this means faster setup, fewer configuration errors, and clearer data that powers smoother automations and cleaner pipelines. The change makes it easier to capture and surface the exact customer details your teams need. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.