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Personal Pipeline View With Me Filter And Primary Contact Notes
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In this episode of The Pinnacle Perspective we highlight two usability updates inside Pinnacle AI CRM: a “Me” pipeline filter and a Primary Contact Notes column in Opportunities list view. The “Me” filter uses a Smart Tag or Smart List rule on Owner or Follower set to “me,” creating a shared, personal pipeline that automatically shows opportunities associated with the current user. The Primary Contact Notes field can be enabled in list view so key context from your contact appears without opening each record. Together these changes reduce manual filtering, standardize “my opportunities” across teams, and speed prep for calls, daily triage, and follow-ups for businesses, marketers, and agencies. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.
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By Pinnacle AI Software & ServicesSend us Fan Mail
In this episode of The Pinnacle Perspective we highlight two usability updates inside Pinnacle AI CRM: a “Me” pipeline filter and a Primary Contact Notes column in Opportunities list view. The “Me” filter uses a Smart Tag or Smart List rule on Owner or Follower set to “me,” creating a shared, personal pipeline that automatically shows opportunities associated with the current user. The Primary Contact Notes field can be enabled in list view so key context from your contact appears without opening each record. Together these changes reduce manual filtering, standardize “my opportunities” across teams, and speed prep for calls, daily triage, and follow-ups for businesses, marketers, and agencies. Learn more about Pinnacle AI CRM at https://getpinnacle.aiSupport the show
Stay Connected with Pinnacle Perspective:
• Email: Reach out at [email protected]
• Instagram: Follow us for daily inspiration and automation hacks
• Facebook: Engage with entrepreneurs transforming their businesses
• LinkedIn: Network with industry leaders and innovators
• Twitter: Share your thoughts on our latest episodes
• YouTube: Watch episodes and exclusive insights
• TikTok: Explore quick tips on productivity and automation
Powered by Pinnacle Ai: The leading platform for automating your lead generation, nurturing, and conversion, empowering businesses to work smarter and close deals faster.