Knowledge Base

Linking People and Organizations

 


Linking an Organization to a Person

To link an organization to a person, go to a person contact's detail view and click on +Link an organization under the Organization card. 

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You can then search for the organization in your company Pipedrive account that you wish to link this person to, and click Link this organization
If there is no organization with your search terms, you will be prompted to create a new organization contact. 

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Adding a new Person to an Organization 

To add a new person to an organization, go to the Detail View of an organization and click on the '+' icon in the People card. You will be prompted with the add person dialog, where you can enter the details of your new person contact.

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Updating the linked Organization 

To unlink, switch, or update the fields of a contact person's linked organization, go to the contact person's detail page and click on the '...' icon in the organization card. 

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