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.

• 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

• 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

• 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.

• 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