You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

👀 What’s New

• Associate companies with custom objects
• Associate companies with opportunities

• View and manage these relationships directly within record views

• View associated records directly in list views

• Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

• Build richer data relationships beyond contacts-only associations
• Get better context across opportunities, companies, and custom workflows
• Enable more accurate reporting and segmentation

How to use

• Go to Object > Companies > Associations
• Click on "Create association" to build associations between multiple objects

• Open any custom object or opportunity record
• Navigate to the Associations section

• Select Add Company and choose the relevant company

• Manage or update associations anytime from the same panel

This feature is currently available on Labs > Subaccount.

You can now link companies directly to both custom objects and opportunities, making relationship mapping far more flexible and powerful across your CRM.

👀 What’s New

• Associate companies with custom objects
• Associate companies with opportunities

• View and manage these relationships directly within record views

• View associated records directly in list views

• Supports one-to-one, one-to-many, and many-to-many relationships

Why this matters

• Build richer data relationships beyond contacts-only associations
• Get better context across opportunities, companies, and custom workflows
• Enable more accurate reporting and segmentation

How to use

• Go to Object > Companies > Associations
• Click on "Create association" to build associations between multiple objects

• Open any custom object or opportunity record
• Navigate to the Associations section

• Select Add Company and choose the relevant company

• Manage or update associations anytime from the same panel

This feature is currently available on Labs > Subaccount.

Managing Smart Tags just got more flexible.

What’s New

• Increased Smart Tags limit to 60 tags
• Based directly on recent customer feedback
• Available across all sub-accounts

How to Use

• Go to Opportunities
• Add or manage Smart Tags as usual
• You can now assign up to 60 Smart Tags

Why This Matters

• More flexibility in organizing opportunities
• Reduces the need to reuse or compromise on tagging

What’s Next

• Snapshot support for Smart Tags

🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

• Sort Opportunities using custom fields
• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
• Works with existing sort functionality
• Available across all pipelines and views

👷 How It Works

• Go to Opportunities
• Click on Sort

• Select a custom field

• Choose ascending or descending
• Opportunities reorder instantly

⭐ Why It Matters

• Prioritize deals based on your own data
• Reduce manual effort in pipeline management
• Get better visibility into key deal attributes
• Move beyond default-field limitations

🚀 Overview

You can now sort Opportunities using custom fields. Organize your pipeline based on the data that actually matters to your business.

✨ What’s New

• Sort Opportunities using custom fields
• Supported field types: Single Line, Multi Line Text, Dropdown (Single Select), Radio Select, Number, Monetary, Phone, Date
• Works with existing sort functionality
• Available across all pipelines and views

👷 How It Works

• Go to Opportunities
• Click on Sort

• Select a custom field

• Choose ascending or descending
• Opportunities reorder instantly

⭐ Why It Matters

• Prioritize deals based on your own data
• Reduce manual effort in pipeline management
• Get better visibility into key deal attributes
• Move beyond default-field limitations