We’ve made it possible to connect Custom Objects and Opportunities in flexible ways, giving you full control over how records relate across your CRM.
What’s new:
Flexible relationships
- Support for one-to-one, one-to-many, many-to-one, and many-to-many associations between Custom objects and Opportunities
- Define relationships with unique labels
- Choose between single labels or paired labels for bidirectional clarity.
Seamless management
- Create and manage associations directly from the Opportunity Associations panel or from the Custom Object Associations panel
- Search, select, and link Custom Objects you have access to.
Visibility across views
- Associations appear in Opportunity detail panels, Kanban cards, and list views.
- New field format: Association Label (Object Type) can be added in Manage Fields for card and table customization.
- Click associated names to open the full record in its native page.
How to use it:
- Open any Opportunity record → go to Associations panel.
- Click “Create Association” to select a Custom Object and add a label.
- Go to an Opportunity Card -> Associated Objects to check and add associations to certain object records.
- Customize visibility in Kanban/List views via Manage Fields.
