Two updates rolling out for Opportunities — making personal pipeline views easier to set up and giving you more context at a glance. Both came from repeated customer requests.

What's New

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
• Shows all notes from each opportunity's primary contact
• Behaves like other list view columns — sortable, resizable, includable in saved views

How It Works

To use the dynamic "me" filter

• Open Opportunities
• Open 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 to reuse across sessions or share with the team

When a Smart Tag with "me" is shared, every viewer sees only their own opportunities.

To add the Primary Contact Notes column

• Open Opportunities in List view
• Open Customize Columns
• Toggle on Primary Contact Notes

Why It Matters

• Removes the need to build a separate filter view per user
• Lets reps reuse one personal view instead of rebuilding filters each session
• Standardizes "my opportunities" across the team with a single shared definition
• Faster context for prep before calls and daily triage
• Removes the click-into-record step for scanning primary contact notes