Working with organizations

Overview

Ortto’s organizations feature lets you view and manage organization data linked to your customers (people) across all connected data sources in your account.

You can associate one or more people with an organization, giving you a clear view of the companies your customers belong to.

Together, this people and organization data forms your Customer Data Platform (CDP) — a centralized source of truth for everything you know about your customers in Ortto.

Access the organizations page

Before you begin, make sure the Organizations feature is enabled in Settings > General. It may also be turned on automatically if one of your connected data sources supports it.

To open the Organizations page:

1. Sign in to Ortto.
2. Navigate to CDP > Organizations.

From here, you’ll see a list of all organizations linked to your customer data. You can manage everything related to organizations in your CDP from this page.

Including the ability to:

• Add organizations.
• Manage organizations.
  • Tag and untag organizations.
  • Export organizations.
  • Archive organizations.
  • Restore archived organizations.
  • Delete organizations.
• System organization fields.
• Salesforce organization fields.
• Pipedrive organization fields.
• Hubspot organization fields.
• Chargebee organization fields.