# Associations Between Opportunities, Companies & Custom Objects > With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom… - Source: https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects - Section: CRM / Associations - Reading time: 3 min - Images: 5, each explained below - Modified on Thu, 19 Mar at 10:08 AM --- With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your team work faster and make more informed decisions. --- **TABLE OF CONTENTS** [Why This Matters](#why-this-matters) - [Key Highlights](#key-highlights) - [How to Create an Association](#how-to-create-an-association) - [Step 1: Open the Associations Tab](#step-1-open-the-associations-tab)[](#step-2-configure-the-association) - [Step 2: Configure the Association](#step-2-configure-the-association) - [Managing Associations from Opportunities](#managing-associations-from-records) - [Viewing Associations in the CRM](#viewing-associations-in-the-crm) - Opportunity Details - Kanban View[](#list-view) - [List View](#list-view) - [Tips](#tips) - [Example Use Cases](#example-use-cases) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **Why This Matters** Associations make your CRM more powerful and connected. Here’s why they matter: - Gain a 360° view across Opportunities, Companies, and Custom Objects - Mirror real business relationships (e.g., deals ↔ companies ↔ assets like properties or policies) - Reduce time spent navigating across records by managing related information from one place - Use association data in workflows, reports, and exports for better tracking and personalization --- ## **Key Highlights** - Supports associations between: - Opportunities ↔ Custom Objects - Companies ↔ Custom Objects - Companies ↔ Opportunities - Supports one-to-one, one-to-many, many-to-one, and many-to-many relationships - Create and manage associations directly from record panels - Search and link existing records instantly without leaving your workflow - View associated records across record details, Kanban cards, and List Views - Add association fields via **Manage Fields → Association Label (Object Types)** --- ## **How to Create an Association** #### #### **Step 1:** Open the Associations Tab 1. #### **Step 1: Open the Associations Tab** - Go to **Settings → Custom Objects → \[Your Object\]** - Click on the **Associations** tab - Click **Create Association** ![Step 1: Open the Associations Tab (image 1 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756163/original/GSVW_zRGJRjoL0vseXdaRvn0VUla61-5AQ.png) **Step 1: Open the Associations Tab (image 1 of 5)** This screenshot appears in the "Step 1: Open the Associations Tab" section of "Associations Between Opportunities, Companies & Custom Objects". For context, this section explains: With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your…. This part of the guide covers 12 fields, listed below. - Fields: Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Step 2: Configure the Association, Managing Associations from Opportunities, Viewing Associations in the CRM, Opportunity Details, Kanban View, List View, Tips, Example Use Cases, Frequently Asked Questions - Controls: TABLE OF CONTENTS, Why This Matters, Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Associations, Create Association, Step 2: Configure the Association, Single Label, Pair of Labels, Save, Managing Associations from Records Full procedure: 1. Key Highlights 2. How to Create an Association 3. Step 1: Open the Associations Tab 4. Step 2: Configure the Association 5. Managing Associations from Opportunities 6. Viewing Associations in the CRM 7. Opportunity Details 8. Kanban View 9. List View 10. Tips 11. Example Use Cases 12. Frequently Asked Questions 13. Related Articles #### **Step 2: Configure the Association** - Select the object to associate with (Opportunities or Companies) - Name your association: - **Single Label** (e.g., “Deal”) - **Pair of Labels** (e.g., “Buyer ↔ Seller”) - Configure the relationship type: - One-to-One - One-to-Many / Many-to-One - Many-to-Many - (Optional) Set record limits (up to 1,000) - Review preview → Click **Save** ![Step 2: Configure the Association (image 2 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756453/original/SB9gwCmMaEzSmrtNsUZe79XRd8RxyFIhfQ.png) **Step 2: Configure the Association (image 2 of 5)** This screenshot appears in the "Step 2: Configure the Association" section of "Associations Between Opportunities, Companies & Custom Objects". For context, this section explains: With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your…. This part of the guide covers 12 fields, listed below. - Fields: Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Step 2: Configure the Association, Managing Associations from Opportunities, Viewing Associations in the CRM, Opportunity Details, Kanban View, List View, Tips, Example Use Cases, Frequently Asked Questions - Controls: TABLE OF CONTENTS, Why This Matters, Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Associations, Create Association, Step 2: Configure the Association, Single Label, Pair of Labels, Save, Managing Associations from Records Full procedure: 1. Key Highlights 2. How to Create an Association 3. Step 1: Open the Associations Tab 4. Step 2: Configure the Association 5. Managing Associations from Opportunities 6. Viewing Associations in the CRM 7. Opportunity Details 8. Kanban View 9. List View 10. Tips 11. Example Use Cases 12. Frequently Asked Questions 13. Related Articles --- ## **Managing Associations from Records** You can manage associations from **any supported record type**: #### **From Opportunities** - Open an Opportunity - Go to **Associated Objects** - Click **\+ Associate** - Select Company or Custom Object #### **From Companies** - Open a Company - Go to **Associations / Related Objects** - Link Opportunities or Custom Objects #### **From Custom Objects** - Open a Custom Object record - Add associated Opportunities or Companies All associations appear instantly and can be edited anytime. ![From Custom Objects (image 3 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055756614/original/uksM61_7i9OYEHlF_fOkZzRBI8oAYZdFXA.png) **From Custom Objects (image 3 of 5)** This screenshot appears in the "From Custom Objects" section of "Associations Between Opportunities, Companies & Custom Objects". For context, this section explains: With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your…. This part of the guide covers 12 fields, listed below. - Fields: Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Step 2: Configure the Association, Managing Associations from Opportunities, Viewing Associations in the CRM, Opportunity Details, Kanban View, List View, Tips, Example Use Cases, Frequently Asked Questions - Controls: TABLE OF CONTENTS, Why This Matters, Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Associations, Create Association, Step 2: Configure the Association, Single Label, Pair of Labels, Save, Managing Associations from Records Full procedure: 1. Key Highlights 2. How to Create an Association 3. Step 1: Open the Associations Tab 4. Step 2: Configure the Association 5. Managing Associations from Opportunities 6. Viewing Associations in the CRM 7. Opportunity Details 8. Kanban View 9. List View 10. Tips 11. Example Use Cases 12. Frequently Asked Questions 13. Related Articles --- ## **Viewing Associations in the CRM** #### **Record Details** - All linked records (Opportunities, Companies, Custom Objects) appear in the **Associated Objects panel** - Open any linked record in a side panel without leaving your current screen #### **Kanban View (Opportunities)** - Go to **Opportunities → Manage Fields** - Add **Association Label (Object Type)** to cards - View linked Companies or Custom Objects directly on cards ![Kanban View (Opportunities) (image 4 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055812605/original/p2-PEiWc-OGfiznohmbrNGhLJrTAsFX2VQ.png) **Kanban View (Opportunities) (image 4 of 5)** This screenshot appears in the "Kanban View (Opportunities)" section of "Associations Between Opportunities, Companies & Custom Objects". For context, this section explains: With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your…. This part of the guide covers 12 fields, listed below. - Fields: Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Step 2: Configure the Association, Managing Associations from Opportunities, Viewing Associations in the CRM, Opportunity Details, Kanban View, List View, Tips, Example Use Cases, Frequently Asked Questions - Controls: TABLE OF CONTENTS, Why This Matters, Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Associations, Create Association, Step 2: Configure the Association, Single Label, Pair of Labels, Save, Managing Associations from Records Full procedure: 1. Key Highlights 2. How to Create an Association 3. Step 1: Open the Associations Tab 4. Step 2: Configure the Association 5. Managing Associations from Opportunities 6. Viewing Associations in the CRM 7. Opportunity Details 8. Kanban View 9. List View 10. Tips 11. Example Use Cases 12. Frequently Asked Questions 13. Related Articles #### **List View** - Add **Association fields as columns** - View all linked records in one place - Useful for filtering, bulk actions, and exports ![List View (image 5 of 5)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055812981/original/1i5aZaVtwmrqD25nTBYWvpdUvJulEUw4hg.png) **List View (image 5 of 5)** This screenshot appears in the "List View" section of "Associations Between Opportunities, Companies & Custom Objects". For context, this section explains: With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your…. This part of the guide covers 12 fields, listed below. - Fields: Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Step 2: Configure the Association, Managing Associations from Opportunities, Viewing Associations in the CRM, Opportunity Details, Kanban View, List View, Tips, Example Use Cases, Frequently Asked Questions - Controls: TABLE OF CONTENTS, Why This Matters, Key Highlights, How to Create an Association, Step 1: Open the Associations Tab, Associations, Create Association, Step 2: Configure the Association, Single Label, Pair of Labels, Save, Managing Associations from Records Full procedure: 1. Key Highlights 2. How to Create an Association 3. Step 1: Open the Associations Tab 4. Step 2: Configure the Association 5. Managing Associations from Opportunities 6. Viewing Associations in the CRM 7. Opportunity Details 8. Kanban View 9. List View 10. Tips 11. Example Use Cases 12. Frequently Asked Questions 13. Related Articles --- ## **Tips** - Create up to **10 labels per object pair** - Each label supports up to **1,000 linked records per side** - Associations are automatically removed if a record is deleted - Add association fields to reports and exports via **Manage Fields** - API and automation support is coming soon --- ## **Example Use Cases** **Real Estate** Link Properties (Custom Objects) ↔ Opportunities ↔ Companies to track buyers, listings, and agencies in one place **Events** Connect Events (Custom Objects) ↔ Companies ↔ Sponsorship Opportunities **Insurance** Associate Policies/Quotes (Custom Objects) ↔ Opportunities ↔ Companies for full lifecycle tracking --- ## **Frequently Asked Questions** **Q: Can I limit relationships?** Yes — use One-to-One or set limits in configuration **Q: Will renaming labels break associations?** No — only the display label changes **Q: Can I bulk import associations?** Not yet **Q: Can I use this in reporting?** Yes — via association fields **Q: What happens on delete?** Associations are automatically removed --- ## **Related Articles** - [](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects)[Associations for Custom Objects](https://docs.ghlcustomercare.com/docs/crm/associations/associations-between-opportunities-companies-custom-objects) - [Customize Opportunity Cards in Board View](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/customize-opportunity-cards-in-board-view) -  [Using Custom Fields for Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/how-to-use-custom-fields-for-opportunities) -  Workflow Actions: Create an Associated Record --- --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com