Episode Description
In this episode of The Pinnacle Perspective, we cover the new file-share notifications now available in the Client Portal inside Pinnacle AI CRM. When an admin shares a file with a contact, the client automatically receives a notification that a new document is available, helping ensure contracts, invoices, and other important files are not overlooked. Clients can also manage their own notification preferences, including in-app and push alerts, giving them control over how they stay informed. This update helps businesses, marketers, and agencies improve communication, reduce manual follow-ups, and create a more reliable client experience when sharing key documents through Pinnacle AI CRM. Learn more about Pinnacle AI CRM at https://getpinnacle.ai
Stay Connected with Pinnacle Perspective:
• Email: Reach out at podcast@getpinnacle.ai
• 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.