Me Filter And Primary Contact Notes In Opportunities

In this episode of Raichel Reveal we cover two small but powerful Opportunities updates in Raichel AI, an all-in-one business platform. First, a new “me” filter lets users define personal pipeline views by setting a Smart Tag or Smart List filter to Owner or Follower = “me,” so each person sees their own opportunities without building separate views. Second, you can surface Primary Contact Notes directly in the Opportunities list via Manage Fields, providing immediate context for calls and triage. Together these enhancements standardize what “my opportunities” means across teams, reduce view maintenance, and speed call prep and daily pipeline management for businesses, marketers, and agencies. Learn more about Raichel AI, the all-in-one business platform, at Raichel.ai.