Custom Object & Opportunity Associations
Custom Object associations help you monitor and manage relationships between objects inside your system. Opportunities allow you to track deals and transactions in your system. So, if you need to create relationships between objects and your opportunities, this update helps you do it. Let’s check how!
⭐️ How To Create Custom Object And Opportunity Associations?
Start by navigating to the Objects section inside your account settings, and click Opportunities.
In the Associations tab, click Create Association.
Enter the association details, then click save.
Once you’ve created your object, edit your desired Opportunity. In there, switch to the associated objects tab and click Associate new custom object.
⭐️Why Is This Feature Beneficial To Your Company?
Flexible Relationships: This lets you define relationships with unique labels supporting one-to-one, one-to-many, many-to-one, and many-to-many associations between Custom objects and Opportunities.
Seamless Management: Now, you can create and manage associations directly from the Opportunity or Custom Object Associations panel, making it easy to keep track of relationships.
Improved Visibility: Associations appear in Opportunity detail panels, Kanban cards, and list views with a label that can be added in Manage Fields for card and table customization.
Your associations will ensure you keep track of any objects that affect your opportunities. Making it easy to connect multiple products, properties, or customers to a single opportunity entry minimizing manual labor. We hope you enjoy it!
