How to associate companies
Go to Companies in the left sidebar.
Click on the company you want to add associations for.
In the Accounts section (bottom right), click “No associated accounts.”
💡 If there are already associations, you’ll see them listed here.
Search for the company you want to associate.
Click on the company name.
✅ That’s it! The companies are now associated. You can repeat the process to add as many as you need.
