Define Roles for Contacts in Companies with Association Labels
Know who does what at each Company. Use labels such as Employee, Billing contact, or Decision maker to describe a Contact’s role, keep responsibilities current, and reach the relevant people. What’s New? Roles that matc…
Know who does what at each Company. Use labels such as Employee, Billing contact, or Decision maker to describe a Contact’s role, keep responsibilities current, and reach the relevant people.
What’s New?- Roles that match your business: Create Company and Contact association labels in object settings.
- Single or paired labels: Use one name on both sides or names such as Employer and Employee. Configure relationship limits in each direction.
- Labels on record relationships: Choose a role when linking records and edit custom labels on existing links.
- Multiple roles for one person: The same Contact and Company can be linked under more than one label.
- Email by role: Choose association labels when emailing from Companies. Contacts matching several selected labels are deduplicated.
- Find the right stakeholder: Identify billing contacts and decision makers before reaching out.
- Make communication relevant: Send an account update to Billing contacts or a review invitation to Decision makers.
- Keep responsibilities clear: Update the relationship label when a person’s role changes.
- Enable Association Labels and Multiple Companies for Contacts in Labs.
- Go to Settings > Objects > Companies or Contacts > Associations.
- Create a single or paired relationship label and configure its limits.
- Open a record’s Associations, select the records and label, then save.
- Use the relevant labels when reviewing Company list columns or selecting an email audience.
- Keep Primary Company separate: Custom labels describe additional roles alongside the system primary relationship.
- Name both directions: Employer for Companies and Employee for Contacts makes each record’s view clear.
- Check email recipients: Custom labels support all, most recently associated, or earliest associated Contacts. Including Primary Company uses All contacts.