If you use your CRM to manage sales opportunities, these updates make day-to-day follow-up much easier. You can quickly view only the opportunities assigned to you and see important contact notes without opening each record, helping you stay organized and respond faster.

📌 Why This Matters

When you are juggling leads, follow-ups, and open deals, every extra click adds up. A personal view that automatically shows your own opportunities saves time, and seeing primary contact notes in the list helps you remember important details before a call, email, or appointment. Together, these improvements make it easier to stay on top of revenue-driving conversations.

✨ What’s New

• Dynamic “me” filter: You can now use a “me” option in Owner and Follower filters, so the system automatically shows records connected to the person currently logged in.
• Works in filters and saved views: This option is available in advanced filters and reusable smart tags, making personal opportunity views easier to save and use again.
• Primary Contact Notes column: You can add primary contact notes as a column in the opportunity list view, so key details appear right alongside your pipeline data.
• Flexible list view behavior: The notes column works like other columns, so it can be sorted, resized, and included in saved views.

🛠️ How to Use It

1. Step 1: Open your Opportunities area and go to Advanced Filters or your saved view settings.
2. Step 2: Add a filter for Owner or Follower, then choose me from the value dropdown.
3. Step 3: Save the filter as a reusable view if you want quick access each time you log in.
4. Step 4: To show contact notes, switch to List view, open Customize Columns, and turn on Primary Contact Notes.
5. Step 5: Sort or resize the notes column so the most useful customer details are easy to scan during your workday.

💡 Pro Tip

Set up a saved “My Opportunities” view with contact notes visible so you can start each day with the right follow-ups and close more sales without missing important details.