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Link a contact person to an organisation

A contact person is a real human you talk to inside an organisation. Linking them to the org keeps the relationship visible everywhere the org appears: leads, requests, contact moments, the full history.

Goal​

Link an existing person to an existing organisation, picking the role that fits.

Prerequisites​

  • Both the person and the organisation already exist as clients.
  • You can edit either record.

Steps​

1. Open the organisation's detail page​

From Clients → Organisations, click the org row.

Organisation detail

2. Open the Contacts tab on the organisation's sidebar​

The detail view's right-hand sidebar carries one tab per linked record type: Contacts, Leads, Requests, Contactmomenten, Tasks, History. Pick Contacts.

Contact persons tab

3. Click + Link person​

The link picker opens.

4. Pick the person + role​

Roles ship with sensible defaults: Contact, Sales manager, Account manager, Project lead, Technical contact, Billing contact, Decision maker. An admin can add custom roles per organisation type from Administration settings → Pipelinq.

Link picker

5. Save​

The person appears in the org's Contact persons tab. The org also appears under that person's Linked organisations tab.

Verification​

  • The person shows on the org's contact-persons list.
  • The org shows on the person's linked-organisations list.
  • Both directions persist across reloads.

Common issues​

SymptomFix
Person doesn't appear in the pickerThey might not exist as a client yet. See Add a new client.
Wrong role assignedClick the role label on the link row to edit. No need to unlink and re-link.

Reference​