EPISODE · May 28, 2026 · 1 MIN
Me Filter And Primary Contact Notes In Opportunities List View
from KeyConnectAI: The Revenue Playbook
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight two small but powerful updates in the Opportunities area of KeyConnect AI CRM. First, the new “Me” smart-tag filter lets teams create a single pipeline rule or Smart List that shows only opportunities assigned to the current user, standardizing personal views across your organization. Second, Primary Contact Notes can now be surfaced directly in Opportunities list view via Manage Fields, delivering quick context without opening records. These changes reduce busywork, speed daily triage and call prep, and improve sales and marketing efficiency for businesses and agencies that rely on timely, contextual pipeline information. Learn more about KeyConnect AI CRM at https://keyconnectai.com/
What this episode covers
In this episode of KeyConnectAI: The Revenue Playbook ... we highlight two small but powerful updates in the Opportunities area of KeyConnect AI CRM. First, the new “Me” smart-tag filter lets teams create a single pipeline rule or Smart List that shows only opportunities assigned to the current user, standardizing personal views across your organization. Second, Primary Contact Notes can now be surfaced directly in Opportunities list view via Manage Fields, delivering quick context without op...
NOW PLAYING
Me Filter And Primary Contact Notes In Opportunities List View
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.