SilverCore.io Growth Podcast

Me Filter For Pipelines And Primary Contact Notes In List View

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0:00 | 1:36
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