Working with organizations

Organizations let you group contacts by company or team. This is useful when you're onboarding multiple people from the same client and want to track their collective progress.

Availability

Organizations are available on plans that include the organization tracking feature. If your plan doesn't include it, you'll see an "Upgrade" badge next to Organizations in the sidebar.

Viewing organizations

Click Organizations in the sidebar. You'll see a list of all organizations in your workspace with:

• Name — the organization's name
• Contacts — how many contacts belong to it
• Assigned to — the team member managing this organization (if set)

Creating an organization

Click + Add Organization in the top-right corner. Enter:

• Name — the organization's name
• Assigned member — optionally assign a team member to manage this organization

Organization detail page

Click an organization to see its detail page. Here you'll find:

• Overview — key metrics like total contacts, enrollment count, and completion rates
• Contacts — a searchable, filterable list of everyone in the organization
• Assigned manager — who on your team is responsible for this organization

Assigning a manager

You can assign a team member as the manager for an organization. This makes it clear who's responsible for that organization's onboarding.

To assign a manager, edit the organization and select a team member from the dropdown.

Filtering organizations

Use the filter options to narrow your list:

• All — every organization
• Owned by me — organizations assigned to you
• Unassigned — organizations with no manager assigned

Bulk actions

Select multiple organizations to:

• Delete selected organizations. Their contacts are kept but no longer linked to the organization.
• Assign a team member as manager to all selected organizations
• Enroll all contacts from selected organizations into a guide

Next steps

Need to add contacts and organizations in bulk? Learn about importing data with CSV.