When you click into the Companies tab, you are taken straight to a clear table view of your companies. But what can you actually see and do here?

Pipeline

This is your Company pipeline. You can tailor what the chevron titles are (read all about that HERE) so that it suits your internal processes. The numbers clearly show you how many companies you have in each stage.

Search table

Here you can search specifically within the Company table.

🔥 PRO TIP: This is a great way to quickly find a particular company

Custom Columns

You can access your columns here in table views and configuration:

What you see in the table view is up to you. Each user can simply choose the columns that are important for them to see by clicking on this icon.

Table Filters

Here you can apply various filters to your Company table.

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