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The companies list page gives you tools to filter, search, and organize how you view your company records.

Views

The default view is All companies, which shows every company in your workspace. You can switch between views using the dropdown in the top-left corner of the companies page.

Creating a custom view

To create a custom view:
  1. Apply one or more filters using the Filter button (see Filtering companies below).
  2. Once your filter is applied and the results look correct, click Save view in the top-right corner.
  3. Give the view a name and save it.
If you make changes to an existing view — such as adding a new filter condition or changing a column — you need to save the view again for the changes to persist.

Filtering companies

Click the Filter button in the toolbar to open the filter panel. This uses the Unified Query Engine to let you build conditions and groups that segment your companies by any combination of field values and criteria. The number of matching companies updates in real time as you build your filter. Once you are satisfied with the results, you can save the filtered view for reuse. For a full reference on the available filter criteria and operators, see Unified Query Engine.

Columns

Click the Columns button in the toolbar to choose which fields are displayed as columns in the current view. You can select columns from company standard fields, custom fields, and system fields. Each category shows a count of how many columns are currently selected out of the total available. You can expand a category to toggle individual columns on or off. You can also search for a specific column by name using the search bar at the top of the column selector.

Searching

Click the Search icon in the toolbar to open the search bar. You can search for a company by any value that any of its fields contain. This includes company name, website, industry, or any other standard, custom, or system field value.