Default Columns

• Type — Company classification: Prospect, Lead, Customer, Partner, Vendor, Competitor, or Other.
• Company Name — The company name with its avatar.
• Primary Contact — Name of the primary contact associated with the company.
• Email — Primary email address on file.
• Phone — Primary phone number on file.
• Status — Current status: Active, Inactive, Churned, Dormant, or On Hold.
• Industry — The industry the company belongs to.
• Owner — The user assigned to manage this company.
• Last Activity (Sales) — Date of the most recent sales-related activity.
• Next Follow-up — Scheduled date for the next follow-up action.
• Source — How the company was acquired or entered into the CRM.
• Location — City, state, and country of the company.
• Actions — Quick-action menu for editing, archiving, or deleting.

Optional Columns

You can toggle additional columns from the column settings menu in the table header:

• Priority — Priority level assigned to the company.
• Active Status — Whether the company is currently active or archived.
• Account Number — Unique account identifier.
• Company Size — Number of employees or size category.
• Website — Company website URL.
• Value — Monetary value associated with the company.
• Last Activity (All) — Date of any most recent activity, including non-sales.
• Created Date — When the company record was first created.

Available Filters

• Type — Filter by Prospect, Lead, Customer, Partner, Vendor, Competitor, or Other.
• Status — Filter by Active, Inactive, Churned, Dormant, or On Hold.
• Priority — Filter by priority level.
• Active Status — Filter by active or archived state.
• Industry — Filter by industry classification.
• Source — Filter by lead source or acquisition channel.
• Company Size — Filter by employee count or size category.
• City / State / Country — Filter by geographic location.
• Owner — Filter by assigned user (available to admins and managers only).
• Unassigned — Toggle to show only companies without an assigned owner.
• Activity Date Range — Filter by last sales activity or last activity (all) date range.
• Archive Status — Show active, archived, or all records (available to admins and managers only).
• Custom Field Filters — Filter by any custom fields configured for companies.

• Assign to User — Reassign all selected companies to a different owner.
• Archive — Archive the selected companies. You will be prompted to provide an archive reason.
• Delete — Permanently delete the selected companies. This action is only available to admins and managers.