Manage organizations and contacts
Keep community relationships, people and next actions connected.
Add and find organizations
Open Community Growth → Organizations. Search the directory or use the column controls to narrow the list. Select an organization to open its record.
If your role allows changes, choose Add organization. Enter the organization name and available relationship details, then save. You can include a primary contact during creation.
Add a contact to an organization
- Open the organization record.
- Choose Add contact in its Contacts section.
- Enter the person's details and save. The new contact is associated with that organization.
Primary contact identifies your main point of contact. Decision maker is a separate role. Review each association when assigning these roles.
Record the next step
Use the organization's next action and follow-up date, with an optional time, to keep the relationship moving. Log an activity to record what happened and set the next step. The record's timeline shows previous activity.
Work with contacts
The Contacts directory lets you find people, review their details and maintain organization associations. Check existing records before creating another contact.
Reviewed October 17, 2026 · Browse all guides