Linking a card to an account, contact, or opportunity

Cards can either be standalone (a title and description you wrote) or live-linked to another Turtini entity — an account, contact, opportunity, runbook, or partner org. Linked cards stay in sync: if you rename the account, the card updates. If the opportunity moves stages, the card chip shows the new stage.

To link a card:
1. Open the card editor
2. Click "+ Link to an account, contact, opportunity, or runbook"
3. Pick the target entity from the search dropdown — switch tabs at the top to filter by kind

The card now shows a colored badge with the entity's name and current status. Clicking the badge jumps you to the linked record.

To unlink: click "Unlink" on the badge in the card editor.

Use cases:
• Sales pipeline board — each card links to an Opportunity so stage updates flow back automatically
• Customer onboarding board — each card links to an Account so the team can navigate to it from the kanban
• Partner-org collaboration board — link cards to partner orgs so they see them inline when they open the board

You can also tell Wally to do it: "Link this card to the Acme Corp account."