Contacts vs organizations - when to use each

Contacts are people. Organizations are companies. Deals are opportunities. Using all three correctly keeps Teamopipe clean as your relationships grow.

Use contacts for people

Name, email, phone, job title. Example: Maria Jones is the marketing manager you email about a redesign — Maria is the contact.

Use organizations for companies

Company name, website, industry, company size. Example: Acme Corp is where Maria works. If you also talk to the CEO and finance manager at Acme, all three contacts belong to the same organization.

Use deals for opportunities

Deal value, stage, close date, proposal status. Example: Acme Corp - Website Redesign is the deal, with Maria and her CEO both linked.

A simple rule

Ask: will this information change if the person changes jobs? If yes — contact. If no — organization. If it only applies to one opportunity — deal.