Contact database in Onpipeline is organized into
- Leads IN
Persons and Organizations can be easily linked within the application from the Person page.
A person can belong to one organization at a time. If you wish to keep track of additional organizations linked to the person you can easily do it with custom fields.
To make you better understand the relationships between tables, what we call Organizations in other CRMs are called Accounts. You are free to rename the section (e.g. from organizations to accounts). Info
Leads IN (in Standard Plans) is a layer where you receive new leads that can be converted into contacts and deals.
Contacts within Onpipeline have no owners and are shared among all users. We decided for this approach as we believe that “private contacts” in a business CRM is a nonsense in most of the cases. If you wish to assign the contact and store this information, you can always add a “user” custom field that indicates the sales manager.