Companies

A guide to your companies home

Last updated: April 24, 2020

In HubSpot, you store and manage information about the companies you are dealing with. They may be automatically associated to different contacts from the same company.

Your companies home is where your companies records are displayed. You can:

Learn more about managing your contacts, deals, and tickets in their respective homes.

Manage your companies

  • In your HubSpot account, navigate to Contacts > Companies.

You can also export your company records.

View your companies

  • In your HubSpot account, navigate to Contacts > Companies.
  • Your companies will be displayed in a table. By default, they will be sorted so the most recently created company will be at the top.
  • To locate a specific company, you can enter a search term in the search box under the tabs.
  • To add or retrieve information on a company, click the company's name. You will access their record.

Please note: the contacts you see may differ from another user due to your permissions.

Customize the properties shown in the table

  • Click Edit columns on the right. In the dialog box:
    • On the left, select the properties you want to appear in the table.
    • On the right, drag and drop properties to arrange them to how you want them to appear in the table. Click x to remove a property.
    • Click Save.
    • If you're in a saved view, to save the new columns in the view, click Save in the bottom left. Going forwards, the view will show the columns you've selected.
  • To sort your records using property values, click the property name at the top of the table.
  • To resize your columns, click, hold, and drag the edge of the column to your preferred size.
  • To re-arrange your columns, click, hold, and drag the dragHandle handle of the column to your preferred area.

You can also bulk edit your companies on this page.

Filter your companies based on their property values

You can further filter the companies in the table:
  • Click the default company property dropdown menus above the table and select the values that you want the displayed companies to have. Learn more about the default company properties.
  • For other properties, click More filters and in the right panel, search for and click the property. Learn how to set up your filter.

  • If you are currently in the All companies tab and already set up filters, you can save this set of filters as another view. In the bottom left, click Clone and in the dialog box, enter a name for the view and click Save.
  • If you're in another view, you can click Save in the bottom left to update the view's filters.

You can also export company records that meet the filters.

View a specific subset of your companies

You can save sets of filters as a view, so you don't have to set them up again, and access them through the tabs in your companies home.

  • To change views on the companies you see in the table, click a different tab. The default view is All companies, which show you all the companies you can view in the HubSpot account, based on your permissions.
  • To see another view that isn't in your tabs, click All views. You can also click Add view to add a view.
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