Contacts & Organizations
Managing contacts, organizations, and linking them to deals and email threads.
Contacts
How contacts work in Teamopipe
Explains contact records, what they contain, and how they connect to deals, tasks, campaigns, and organizations.
Contacts vs organizations - when to use each
How to decide whether information belongs on a contact, an organization, or a deal.
How to create and edit contacts manually
Shows how to add contacts that didn't start from an email and how to keep contact records clean.
How contacts are created from email deals
Explains automatic contact creation when a user creates a deal from an email thread.
How to import contacts from CSV
Shows how to prepare and import contact data into Teamopipe.
Organizations
How organizations work in Teamopipe
Explains organization records, what they contain, and when companies should be tracked separately from contacts.
How to link contacts to organizations
Shows how to connect a contact record to a company so Teamopipe can show the full account relationship.
How to import organizations from CSV
How to prepare and import a company or account list into Teamopipe as organizations.
Email linking
How email linking works in Teamopipe
Email linking connects deals to Gmail conversations so you can return to the thread from the deal, and so Teamopipe can label emails by stage.
Contact-level vs thread-level linking
Teamopipe gives you two email linking modes. Choosing the right one prevents emails from appearing in the wrong deal.
How to link another email thread to an existing deal
Shows how to connect a new Gmail conversation to a deal that already exists in Teamopipe.
How to unlink an email from a deal
How to remove the link between a Gmail email thread and a Teamopipe deal.
Why all emails from one person are appearing in a deal
Explains why all emails from one person show up in a deal and how to change it.