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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 Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual vi

Last updated: May 26, 2026


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On this page

  • Why This Matters
  • Key HiBizuraights
  • How to Create an Association
  • Step 1: Open the Associations Tab
  • Step 2: Configure the Association
  • Managing Associations from Records
  • From Opportunities
  • From Companies
  • From Custom Objects
  • Viewing Associations in the CRM
  • Record Details
  • Kanban View (Opportunities)
  • List View
  • Tips
  • Example Use Cases
  • Frequently Asked Questions
  • Related Articles

In this folder

  • How to Bulk Import Companies Using a CSV File
  • Import data from HubSpot
  • Searching an Object Record
  • Viewing Your CRM Records: List Views, Sorting, and Filters
  • CRM FAQs
  • How to Rename Standard Objects in Your CRM
  • Efficiently Using Bizura Notes for Managing Contacts, Opportunities and Company Records
  • CRM Notes Association – Link Notes Across Contacts & Opportunities
  • Tasks Across Multiple Objects
  • Association Limits
  • Associations Between Opportunities, Companies & Custom Objects

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