Associate Companies with Custom Objects & Opportunities

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You can now link companies directly to both custom objects and opportunities, enhancing relationship mapping for greater flexibility and power across your CRM.

<div class="line"><p>👀 **What’s New**</p></div>
<ul>
    <li>Associate companies with custom objects</li>
    <li>Associate companies with opportunities</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/e92be670e1f914e16cf19302fdcf44e7.png" class="tappable"/></div>
<ul>
    <li>View and manage these relationships directly within record views</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/63ac9da4ca32488270f3e3b0c6296dae.png" class="tappable"/></div>
<ul>
    <li>View associated records directly in list views</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/4f83879f75ade0848ae2013d31b7379f.png" class="tappable"/></div>
<ul>
    <li>Supports one-to-one, one-to-many, and many-to-many relationships</li>
</ul>

<div class="line"><p>**Why This Matters**</p></div>
<ul>
    <li>Build richer data relationships beyond contacts-only associations</li>
    <li>Get better context across opportunities, companies, and custom workflows</li>
    <li>Enable more accurate reporting and segmentation</li>
</ul>

<div class="line"><p>**How to Use**</p></div>
<ul>
    <li>Go to Object &gt; Companies &gt; Associations</li>
    <li>Click on "Create association" to establish connections between multiple objects</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/b5f5edb9e861e11a71f20ce632730a6d.png" class="tappable"/></div>
<ul>
    <li>Open any custom object or opportunity record</li>
    <li>Navigate to the Associations section</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/d555c37e033089e44aabd4066095ba5f.png" class="tappable"/></div>
<ul>
    <li>Select Add Company and choose the relevant company</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/d7ec40a3772588e090bd6c4a0e1dc8af.png" class="tappable"/></div>
<ul>
    <li>Manage or update associations anytime from the same panel</li>
</ul>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/25e2ff8a499f98c4a886ea501dad58a8.png" class="tappable"/></div>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/078284139b1ca1e5ec4dc4f9819bb0c9.png" class="tappable"/></div>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/b4e60874fd691e355315ae0b319e7819.png" class="tappable"/></div>

<p>This feature is currently available under Labs &gt; Subaccount.</p>
<div class="line"><img alt="Screenshot 2026-03-19 at 8" loading="lazy" src="https://canny-assets.io/images/7b1246abe065a5114d4c6c4bd88e1f69.png" class="tappable"/></div>