Actions
Tasks Across Multiple Objects
Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten records of each type—so y...
Updated 8/13/2026
CRM Notes Association – Link Notes Across Contacts & Opportunities
Keep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a contact, an opportunity, or both—giving you comp...
Updated 8/13/2026
Efficiently Using RYB Platform Notes for Managing Contacts, Opportunities and Company Records
RYB Platform Notes help teams capture important details, track updates, and keep everyone aligned when working with contacts, opportunities, and company records. This article explains how Notes work i...
Updated 8/13/2026