Client Portal File-Share Notifications

Send us Fan MailIn 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.aiSupport the showStay 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 automationPowered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.