Step 1: Open the Theme record and click the “+” icon in the appropriate section (Company, Contact, Deal, etc.) to associate a record.

 
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 Step 2: In the "Add to Theme" pop-up, search for the record, select it, and click Save.

 
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Step 1: Go to the record which you want to add to a particular Theme.  

Step 2: Click on the dropdown button on the top right and then on “Add to Theme” button.  

Step 3: Search for the Theme and then select. If you want to include related records, check the relevant boxes under the Category section, then click Save. This will ensure all the relationships related to this record are also added in the selected Theme.

Step 1: Navigate to the quick actions at the bottom and click “Research”. Enter the keyword in the search box and click "Research” button (in blue).

Step 2: A list of records related to your search will appear. Now, on the top right corner, click “Add”. In the pop-up that appears, select "Theme" and click "Next."

Step 3: Use the search box to find a relevant Theme. Then, select the categories of records you want to add to the Theme. Once selected, click "Save".