Dynamic “me” filter + primary contact notes in Opportunities
We are rolling out two updates for Opportunities that simplify personal pipeline views and provide more context at a glance. Both updates are based on frequent customer requests.
Dynamic “me” Filter for Owner and Follower
- Added a dynamic
me
option in
Owner
and
Follower
filters
- Available in both
Advanced Filters
and
Smart Tags
- “me” automatically resolves to the
logged-in viewer
Primary Contact’s Notes in the List View
- Added
Primary Contact Notes
as a column option in the Opportunities
List view
- Displays
all notes
from each opportunity’s primary contact
- Functions like other list view columns — sortable, resizable, and can be included in saved views
How to Use the Dynamic “Me” Filter
- Open
Opportunities
- Access
Advanced Filters
or the
Smart Tag
editor
- Add a filter on
Owner
or
Follower
- In the value dropdown, select
me
- Save as a
Smart Tag
for reuse across sessions or sharing with the team
When a Smart Tag featuring “me” is shared, each viewer will see only their own opportunities.
How to Add the Primary Contact Notes Column
- Open
Opportunities
in
List view
- Go to
Customize Columns
- Enable
Primary Contact Notes
- Eliminates the need to create a separate filter view for each user
- Allows representatives to reuse one personal view instead of remaking filters every session
- Standardises “my opportunities” across the team with a shared definition
- Provides quicker context for preparation before calls and daily triage
- Eliminates the need to click into records to scan primary contact notes