Contacts & Organizations
Managing contacts, organizations, and linking them to deals and email threads.
Contacts & Organizations
How to create and manage contacts
Contacts are the people behind your deals — each contact has their own page showing linked deals, email history, tasks, notes, and custom fields. This article covers creating contacts, editing their details, and using the Contacts section to manage your relationships.
How to link contacts to deals and email threads
Understanding how contacts connect to deals and email threads keeps your inbox organised automatically. This article explains contact-level vs thread-level linking, how to add and remove links, and how to view linked emails from deals and contact pages.
How to create and manage organizations
Organizations are companies that your contacts belong to, giving you an account-level view of all contacts, deals, notes, and tasks at a company. This article covers creating organizations, linking contacts to them, and using the organization detail page.
How to import contacts via CSV
CSV import lets you bring contacts from another CRM, a spreadsheet, or any existing list into Teamopipe quickly. This article covers preparing your file, running the import, migrating from other tools, and exporting contacts.