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Configuring Companies + Opportunities Profile Associations

Coe Hoeksema
  • Updated
  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