Opportunities take on a truly personal dimension… without undermining teamwork

The Opportunities module adds a dynamic "Me" field to the Owner and Follower filters. A single view or smart tag can now be shared with the entire team: each user automatically sees their own opportunities. At the same time, a new "Notes" column for the primary contact appears in the List view to display the contact's context directly in the pipeline, without having to open each record.

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Upvoters
Status

Finalisé

Board

Autre

ETA
May 20, 2026
Date

14 days ago

Author

Corinna de CrocoClick

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