How to create and manage organizations

Organizations are companies or groups that your contacts belong to. If you sell to businesses rather than individuals, Organizations give you an account-level view — all contacts at a company, all their deals, notes, tasks, and campaigns in one place. The Organizations module was added in 2026 and is available on both Free and Pro plans.

Creating an organization

1. Click Organizations in the left sidebar
2. Click + New Organization
3. Fill in the organization name, website, description, assignee, and any custom fields
4. Save

Organizations are created manually — they don't auto-create from email. Once you have an organization, you can link contacts to it from their individual contact pages.

The organization detail page

Click any organization to open its detail page. The Overview tab brings together everything related to this company. Switch to the Activity tab for a chronological interaction history.

Overview tab

• Contacts — all people at this company linked to the organization
• Deals — all deals linked to contacts at this organization
• Notes — organization-level notes, separate from individual contact or deal notes
• Tasks — follow-ups about this organization
• Campaigns — any campaigns contacts at this organization have been included in

Organization details (right rail)

• Name, website, description
• Assignee — the team member responsible for this account
• Custom fields — any organization-specific fields you've created

Linking contacts to an organization

You link contacts to an organization from the contact's detail page, not from the organization page. Open the contact, find the Organization field in the right rail, and select the organization from your list. The contact then appears under that organization automatically.

You can also add contacts directly from the organization page by clicking + Add contact in the Contacts section of the overview.

Editing organization details

All fields on the organization detail page are editable — click any field and type or select. Changes save automatically. Update the name, website, assignee, or any custom fields this way.

Custom fields for organizations

You can create custom fields scoped to organizations — industry, company size, annual revenue, tier, or anything else you track at the account level. Go to Settings → Data fields, create a new field, and set its scope to organizations. These fields then appear in the right rail of every organization's detail page.

Deleting an organization

Open the organization's detail page, click the three-dot menu (⋮) in the top right, and select Delete. Deleting an organization removes it from Teamopipe but does not delete the contacts or deals linked to it — those remain intact. Contacts that were linked to the organization will simply have no organization assigned.

When organizations are worth setting up

Organizations add the most value when you regularly deal with multiple contacts at the same company, or when you want to track account-level information (website, industry, size) separately from individual contacts. If you're a solo freelancer dealing with one contact per client, you may not need organizations at all — the Contacts module alone is enough.

If you run into issues, email support@teamopipe.com — we typically respond within 4 hours on business days.