The Pinnacle Perspective: Pinnacle AI CRM Updates

Secure Magic Links For Social Content Approval


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In this episode of The Pinnacle Perspective... Today’s update introduces a streamlined Approval Flow in the Social Planner that uses secure magic links so clients and stakeholders can review, approve, or request changes without creating a Pinnacle AI CRM account. Users generate a password-protected, shareable link that expires after 30 days, and the new Manage Links area lets teams regenerate, revoke, or extend access. Bulk approve/reject actions and a rich post preview make handling large content calendars faster and more accurate. For businesses, marketers, and agencies this reduces back-and-forth, eliminates screenshot-and-email chains, and provides controlled, auditable approvals that accelerate social publishing workflows. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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The Pinnacle Perspective: Pinnacle AI CRM UpdatesBy Pinnacle AI Software & Services