How organizations work in Teamopipe
Explains organization records, what they contain, and when companies should be tracked separately from contacts.
Organizations are company or account records. They help you understand everything happening with a client, especially when more than one contact or deal is involved.
What an organization page contains
Company name, website, description, assignee, custom fields, linked contacts, linked deals, notes, tasks, campaign history, and activity history. The organization page gives the account-level view; the contact page gives the person-level view.
Create an organization
Open Organizations in the Teamopipe left sidebar → New Organization → enter name, website, assignee, custom fields → Save. Organizations are usually created manually. You don't need one for every contact — only when account-level tracking matters.
When organizations are worth using
Use organizations when you work with multiple people at the same company, want to see all deals for one account, track company-level fields like industry or size, or sell B2B and care about account history. Solo freelancers with one contact per client can often skip organizations initially.