> ## Documentation Index
> Fetch the complete documentation index at: https://relate.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizations

> Organization can be a prospect, current customer, lost customer, and/or churned customer.

<img src="https://mintcdn.com/relateso/HnUZ2tWdZJ2-6LZi/images/features/orgs-main.png?fit=max&auto=format&n=HnUZ2tWdZJ2-6LZi&q=85&s=ff2c2b688067fc4a1118ddbe565eab37" alt="org-main" width="3600" height="1890" data-path="images/features/orgs-main.png" />

## Overview

An Organization is one of the core concepts in Relate, representing an entity that you're building relationships with and engaging in a deal. An Organization can be a prospect, current customer, lost customer, and/or churned customer.

## Concepts

### Organization Details page

<img src="https://mintcdn.com/relateso/HnUZ2tWdZJ2-6LZi/images/features/org-detail-page.png?fit=max&auto=format&n=HnUZ2tWdZJ2-6LZi&q=85&s=5f673b16f267a557df88912bdc2d2e1b" alt="odp" width="3600" height="1890" data-path="images/features/org-detail-page.png" />

The Organization Details page collects all information and data linked to the organization you're tracking.

This includes organization data, deals, people, tasks, email history, notes, comments, and activities history.

### Organization Grid

The Organization Grid is a list view of all organization in your Workspace. In the grid, you can update each field by selecting and double clicking (or hitting `Return`) the field.

To view detailed information about a specific organization, click `Open` located on each organization.

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## Basics

### Add a new Organization

<img src="https://mintcdn.com/relateso/DuvjortT79cX7UH6/images/features/add-new-org.png?fit=max&auto=format&n=DuvjortT79cX7UH6&q=85&s=253273390559be211cecdf95e5e2b2c1" alt="Add Org" width="3164" height="2062" data-path="images/features/add-new-org.png" />

You can add a new Organization by clicking `+ Organization` button as shown in the screenshot above.

<Tip>
  While creating a new Organization, you can also create a Person associated with the organization. Click `+ Add contact data` located at the bottom of the modal.
</Tip>

### Automatically add an Organization when adding a Contact

When adding a [Contact](/docs/features/people), the system automatically assigns the contact to an Organization based on the domain of their email address, even if you don't manually enter the organization's name.

### Edit Organization fields

You can update an Organization field by navigating to Organization Grid or you can double click a field in the Detail page as well.

<img src="https://mintcdn.com/relateso/HnUZ2tWdZJ2-6LZi/images/features/grid-edit.png?fit=max&auto=format&n=HnUZ2tWdZJ2-6LZi&q=85&s=4a009b8c9b8ea98a1d6262d0a721ab1c" alt="edit" width="3600" height="1890" data-path="images/features/grid-edit.png" />

### Delete an Organization

To delete an Organization, click `Delete organization` located on the bottom left in the Organization Details page.

<img src="https://mintcdn.com/relateso/RCJiSCR200mlzUpe/images/features/delete-org.png?fit=max&auto=format&n=RCJiSCR200mlzUpe&q=85&s=f369973d9b2a67670861dd173878c4ed" alt="Delete org" width="3164" height="2062" data-path="images/features/delete-org.png" />

## Advanced

### Add a new Organization via integration

Connecting Relate with other apps like Typeform and Apollo lets you create a new Organization automatically via Zapier.

To learn more about integrating with other tools, see this guide: [Zapier guide](/docs/setup/zapier-integration/how-to-integrate-with-zapier/)
