Onpipeline manages relationships between people, organizations, and deals in two distinct ways.

Person and Organization Relationship

People can be associated with organizations.

• An organization can have multiple people associated with it.
• A person can be associated with only one organization at a time.
• The organization linked to a person represents their primary company or affiliation.

This relationship can be created or updated from different areas of the platform using the contact search feature.

Changing a person’s organization does not automatically change the organization associated with their existing deals.

Contact and Deal Relationships

A deal can be associated with:

• a person;
• an organization;
• both a person and an organization;
• neither, when the deal does not yet require a specific contact.

Deal associations are independent of the relationship between a person and their primary organization.

For example, a person may be associated with Organization A while participating in a deal linked to Organization B. This may happen when the person is acting as a consultant, partner, intermediary, or representative of another company.

When managing a deal, select the person and organization that are directly involved in that specific opportunity.

Deal associations can be created or updated from different areas of the platform through a fast and simplified search.