The Associated Objects of Opportunities App allows you to view the relationship between opportunities or any other object in Apptivo.
- In the Opportunities App of Apptivo, select Settings from the App Header.
- Select Customize App → Associated Objects from the left navigation panel of the Settings page.
- The Associated Objects page will come into view.
- Here, the Relationships option is listed.
- Enable the toggle to make the relationship table visible in the opportunities. You can also offer limited access to your employees using the privileges feature.
- The privileges are configured in the Employees App. Only those employees who have the selected privilege can use this feature.
- In the overview page of an opportunity, the Relationship table will be shown as the toggle is enabled.
