Dynamic "me" filter + primary contact notes in Opportunities

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