How organizations work in Teamopipe
Organizations are the companies your contacts belong to. If you sell to businesses rather than individuals, they give you an account-level view — all contacts at a company, all their deals, notes, tasks, and campaigns in one place. Available on both Free and Pro plans.
Creating an organization
- Click Organizations in the left sidebar.
- Click + New Organization.
- Fill in the name, website, description, assignee, and any custom fields, then save.
Note: Organizations are created manually — they don't auto-create from email the way contacts do.
The organization detail page
Click any organization to open its page. The Overview tab brings together everything about the company; the Activity tab shows a chronological interaction history.
- Contacts — all people at this company linked to the organization
- Deals — all deals linked to contacts at this organization
- Notes and Tasks — account-level notes and follow-ups, separate from individual contacts and deals
- Campaigns — campaigns that included contacts from this organization
- Right rail — name, website, description, assignee, and custom fields
Linking contacts to an organization
The link is made from the contact's page: open the contact, find the Organization field in the right rail, and select the company. The contact then appears under the organization automatically. You can also click + Add contact in the Contacts section of the organization's overview. Full detail in "How to link contacts to organizations".
Custom fields for organizations
Track account-level data — industry, company size, annual revenue, tier. Go to Settings → Data fields, create a field, and set its scope to organizations; it appears in the right rail of every organization page.
Deleting an organization
Open the organization's page → three-dot menu → Delete. Contacts and deals linked to it are not deleted — contacts simply end up with no organization assigned.
When organizations are worth setting up
They add the most value when you regularly deal with multiple contacts at the same company, or track account-level information separately from individuals. A solo freelancer with one contact per client may not need them at all — Contacts alone is enough. See "Contacts vs organizations — when to use each".
If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.