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.

Simply select an option and click the floppy disk icon to save.

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.