Find, Filter & Manage Companies

Views, search & filters#

Open the Companies module. Switch between the built-in All Companies and My Companies views, use the search box to find a company by name, domain, phone, or industry, and open the Filter panel to narrow the list (for example, all Customer companies in Technology).

The Companies list with saved views, search, and view toggles

List, Board & Grid layouts#

The three view icons in the toolbar switch between List (the table), Kanban (a board grouped by a pick-list such as Industry, Type, or Owner), and Grid. You can save your own views with the columns and filters you want.

Import, export & bulk actions#

Create Company ▸ Import Companies — bring in a spreadsheet of companies.
Create Company ▸ Export Companies — download your list.
Select rows with the checkboxes for bulk actions, or use a row’s menu to view, edit, clone, or delete.

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Deleting a company removes the record but keeps the contacts, deals, and other records that were linked to it — only the connection is removed.

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