How to view companies

In this article, we will talk about how to manage your list of companies in the CRM system effectively, including how to view your list of companies, use search filters, and access companies in contact, deal, and task cards.

View your list of companies

Go to Contacts > Companies. This section stores all your created companies.

By default, this list shows company names, assignees, and creation dates. To show or hide company records, click the three dots on the right.

To show a certain number of records, in the lower right corner in the View field, select 10, 20, or 50.

Filter companies

You can also use filters to sort companies based on specific criteria. To do this, click Filter and select a criterion:

Date created	Enter a time period, or select the Last ... days option
Assigned to	Select one or more people assigned to the company.
Company name	Enter the company name.
Email	Provide company contact information.
Phone number	Provide company contact information.
Username	Enter the company’s username, and select a messaging platform.
Messaging platform
Company with no employees	Select this checkbox to show companies that have no associated contacts.
<Your field>	Select the field value you created for the company in its settings.

Access companies from linked cards

You can also go to a company from a linked contact card. To do this, open the contact card, and click the company in the Companies section.

If the contact is associated with both a company and a deal/task, then in the Contact section of the deal/task card, you can click the company to open its card.

View company card

In the card that appears at the top, you can see the company name and assignee.

Next, you can view contact information, fields, and attached contacts and files.

On the right, you can view company-related comments and events.