Access to the Companies view is included with Business licences. |
As your workspace grows, manually browsing through accounts becomes inefficient.
The Companies view includes advanced search, filtering, sorting, and customization options to help teams instantly focus on the most relevant accounts.
These controls are particularly useful for:
Sales pipeline reviews
Customer follow-ups
Revenue forecasting
Account prioritization
Team handovers
Using filters and sorting correctly helps teams spend less time searching for information and more time acting on it.
The Companies view includes powerful search, filtering, and sorting capabilities to help you quickly locate the accounts that matter most.
Whether you're managing hundreds of companies or reviewing active opportunities, these tools help you stay efficient and focused.
Search for a company
Use the search bar in the top-right corner of the Companies page to instantly find a company.
You can search using:
Company name
Website domain
Related information
Benefits
Quickly access specific accounts
Save time during customer calls
Reduce manual scrolling
Sort companies
You can sort the table by clicking on any column header.
Examples:
Sort by | Use case |
Last interaction | Identify accounts needing follow-up |
Company name | Browse alphabetically |
Deals | Review companies with opportunities |
Sorting helps teams prioritize actions more effectively.
Filter companies
Use filters to narrow down your company list.
Filters help you focus only on the accounts relevant to your workflow.
Common use cases include:
Companies with active deals
Recently engaged accounts
Specific account segments
Benefits
Reduce noise in large workspaces
Focus on high-priority accounts
Improve pipeline visibility
Customize columns
You can personalize the Companies table by adding additional columns.
This allows teams to adapt the view to their workflow.
Benefits
Surface the data most relevant to your role
Improve reporting visibility
Create more efficient account reviews