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Opportunity Smart Lists

Opportunity Smart Lists

Opportunity Smart ListsRaichel.ai
Published on: 29/05/2026

Smart Lists help keep important contacts front and center, making it easier to access information and share focused views with your team. You can now create Smart Lists directly inside Opportunities. Let’s dive in!

CRM and Pipelines
"Me" Filter & Primary Contact Notes in Opportunities

"Me" Filter & Primary Contact Notes in Opportunities

"Me" Filter & Primary Contact Notes in OpportunitiesRaichel.ai
Published on: 28/05/2026

We’ve added two enhancements to Opportunities that make personal pipeline views easier to manage while giving you more context at a glance with a new filter and additional field. Here’s how it works!

CRM and Pipelines
Opportunity Forecasting

Opportunity Forecasting

Opportunity ForecastingRaichel.ai
Published on: 05/05/2026

The Forecast tab in Opportunities helps you track pipeline performance and predict future revenue using expected close dates and probability-based forecasting, without relying on spreadsheets. Let’s take a closer look!

CRM and Pipelines
Opportunities in Contact Details

Opportunities in Contact Details

Opportunities in Contact DetailsRaichel.ai
Published on: 22/04/2026

The redesigned Contact Page improves access to opportunities with better visibility, faster navigation, and a more intuitive layout built for deeper customization. Let’s check it out!

CRM and Pipelines