When dealing with companies, it's especially important to keep context up to date across related opportunities, contacts, and custom objects. It shows professionalism and attention to detail that strengthens B2B relationships. You can do this by associating objects so their updates stay synced and relevant information stays accessible. Here's how.
Creating An Association
Head to the Objects section in your subaccount settings and click the Companies card.
Switch to the Associations tab and click + Create Association.
Select the type of object you want to connect your company to.
Select the association label type, then give it a name. If you're using a single label, this same name will be applied to both the company and the associated object. If you're using a pair of labels, you can assign a unique name to each.
Select how many objects can be associated with a single company (1), then set how many companies can be assigned to a single object (2).
You can choose between "many" for an indefinite quantity (1), "one" for a single association (2), or "custom" (3) to set a specific limit.
Review the preview to confirm your configuration looks right, then save your changes.
Associating Objects
In the Companies tab of the Contacts section, hover over your desired company and click the pencil icon next to it.
Navigate to the Associations section.
Find the type of object you want to create an association with, then click "+ Add."
Select the contact, opportunity, or custom record you want to associate with the company, then click save.
Once set up, you can build, manage, or update associations at any time from the same panel. This keeps your information centralised and makes reporting more accurate.