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Configuring Companies + Opportunities Profile Associations

  1. Click the Settings Cog.

  2. Select Settings under Configuration.

  3. Click Profile Associations and select Companies + Opportunities.

  4. Configure filters to determine which companies show up on opportunity profiles and which opportunities show up on company profiles.

  5. Click Save.

Available Filters

  • Show All Companies in Source System(s) or only those included in the Companies Directory

  • Show All Companies in the Opportunity Record or only those with an Assigned Opportunity Role

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