A key part of effective contact management is being able to see and manage the relationships between a contact and their associated people, opportunities, and custom objects. Associations make this possible. Within each contact's details menu, you'll find the Associations tab. This guide walks you through that section and how to make the most of it.
How It Works
Start by opening a conversation within the Conversations section, then clicking the Associations tab.
Here you can view any existing associations and add new ones as needed.
If no associations exist for a specific object, the Create New and Add Existing options will appear by default. If associations have already been set up, these options will instead appear in a dropdown after clicking the + Add button.
Clicking Create New opens a panel on the right, prompting you to enter the details needed to create a new contact, opportunity, or custom object. Add Existing lets you choose an existing object to link to the contact.
When linking a new object, you'll need to select the appropriate labels from the dropdown menu. The available options and limits depend on how the association was originally configured.
After saving, the object's details appear in a card within the relevant section. Below the details you'll find the associated label(s), contact owner information, and the actions menu.
From the menu, you can view object details, edit the labels, or remove the association.
To modify an existing association or add new options, click the Manage Associations button. This takes you to the Association Settings page, where you can update labels, adjust linked objects, and configure any additional options to keep your contact relationships accurate and up to date.
Managing associations well gives you a clear, organised view of each contact's relationships and related objects, helping you keep your data accurate and get better insight into your contacts.