EPISODE · May 29, 2026 · 1 MIN
Me Filter For Pipelines And Primary Contact Notes In List View
from SilverCore.io Growth Podcast
In this episode of SilverCore.io Growth Podcast... we highlight two compact but impactful updates in SilverCore.io CRM’s Opportunities area. First, a new “me” smart tag lets pipeline views and Smart Lists automatically filter Owner or Follower fields to the signed-in user, removing the need to recreate personal views for every teammate. Second, Primary Contact Notes can be toggled into List view via Manage Fields, surfacing call-ready context without opening individual records. Together these changes reduce setup, increase consistency across teams, and speed daily triage, call preparation, and follow-ups for businesses, marketers, and agencies using SilverCore.io CRM. Try them to streamline opportunity management. Learn more about SilverCore.io CRM at https://silvercore.io
What this episode covers
In this episode of SilverCore.io Growth Podcast... we highlight two compact but impactful updates in SilverCore.io CRM’s Opportunities area. First, a new “me” smart tag lets pipeline views and Smart Lists automatically filter Owner or Follower fields to the signed-in user, removing the need to recreate personal views for every teammate. Second, Primary Contact Notes can be toggled into List view via Manage Fields, surfacing call-ready context without opening individual records. Together these...
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Me Filter For Pipelines And Primary Contact Notes In List View
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