The Pinnacle Perspective: Pinnacle AI CRM Updates

Notify Opportunity Owners and Followers in Workflows

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In this episode of The Pinnacle Perspective, we explore an update to Internal Notification workflow actions in Pinnacle AI CRM that gives teams more control over who gets notified when opportunity-related activity occurs. Businesses can now notify opportunity owners when using opportunity triggers, as well as include contact followers, opportunity followers, or both. This makes it easier to keep everyone involved in a deal or relationship informed, even if they are not the official contact owner. For agencies, marketers, and sales teams managing collaborative pipelines, this update reduces manual communication, simplifies workflow setup, and helps ensure important updates reach the right people automatically. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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