The Pinnacle Perspective: Pinnacle AI CRM Updates

Smart Lists Now Available in Opportunities

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In this episode of The Pinnacle Perspective we introduce Smart Lists for Opportunities in Pinnacle AI CRM — the same focused, customizable views previously available in Contacts. You can create Board or List views, set filters, sorting, visible fields, and select which pipelines to pull from, then share those views with teammates via Sharing & Permissions. This update reduces repetitive setup, standardizes pipeline views across users, and helps teams prioritize the most important opportunities quickly. For marketers, agencies, and business users it improves alignment, speeds decision-making, and gives admins better control over visibility and noise in opportunity workflows. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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