CRM Contact Notes: Attach Files, Pin, and Search Faster
1:19
YouTubePinnacle Ai
CRM Contact Notes: Attach Files, Pin, and Search Faster
Learn the new CRM notes features to capture contact details, attach files, pin key updates, and find information fast. This walkthrough is for anyone managing contact notes who wants a more structured, searchable, and actionable workflow. What’s new: - File attachments: add up to 5 supporting documents per note so contracts, screenshots, and ...
1 month ago
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Contact Notes More Structured, Searchable, and Actionable
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826 views
Contact Notes More Structured, Searchable, and Actionable
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