new
Opportunities and Pipelines
Custom Objects
Companies
Associate Companies with Custom Objects & Opportunities
You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.
👀 What’s New
- Associate companies with custom objects
- Associate companies with opportunities
- View and manage these relationships directly within record views
- View associated records directly in list views
- Supports one-to-one, one-to-many, and many-to-many relationships
Why this matters
- Build richer data relationships beyond contacts-only associations
- Get better context across opportunities, companies, and custom workflows
- Enable more accurate reporting and segmentation
How to use
- Go to Object > Companies > Associations
- Click on "Create association" to build associations between multiple objects
- Open any custom object or opportunity record
- Navigate to the Associations section
- Select Add Company and choose the relevant company
- Manage or update associations anytime from the same panel
This feature is currently available on Labs > Subaccount.
