We’ve made two key updates to the Opportunities section in Kraken Business Suite™. Now, personal pipeline views are easier to set up, and you have more context at a glance. These changes are based on customer feedback.
What’s New:
- Dynamic “me” filter for Owner and Follower:
- Available in Advanced Filters and Smart Tags
- “Me” automatically adjusts to the logged-in user
- Primary Contact’s Notes in the List view:
- Added as a column option in the Opportunities List view
- Shows all notes from each opportunity’s primary contact
- Sortable, resizable, and can be saved in views
Why it matters:
These updates simplify personal pipeline views, allowing you to reuse them without rebuilding each session. It standardizes “my opportunities” across your team and provides faster context before calls and daily tasks. You no longer need to click into each record to see primary contact notes.
How it works:
To use the dynamic “me” filter:
- Open Opportunities
- Select Advanced Filters or Smart Tag editor
- Add a filter on Owner or Follower
- Choose “me” in the dropdown
- Save as a Smart Tag for reuse or team sharing
To add the Primary Contact Notes column:
- Open Opportunities in List view
- Open Customize Columns
- Toggle on Primary Contact Notes