A guide to the companies index page

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 index page is where your companies records are displayed. You can:

• have an overview of your companies' information, where some are automatically populated by HubSpot Insights;
• quickly filter companies based on their property values;
• create and save views that show only companies that meet a certain criteria; and
• bulk edit companies, including deleting them.

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

Manage your companies

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

• In the upper right:
  • Actions: click to make changes to your companies.
    • Edit properties: select to edit your company properties. Learn more on managing your properties.
    • Manage duplicates: select to parse through possible duplicate companies. Only users with Account access and edit access for contacts and companies can deduplicate contacts and companies, if the HubSpot account has access to the duplicate management tool.
    • Restore companies: select to restore certain deleted companies. Only users with Account access or add and edit users permissions can use the recycle bin.
  • Import: click to import records. You can import new records, import to bulk update existing records, or import to bulk associate records.
  • Create company: click to manually create a new company.

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. Learn more about how the CRM search functions.
• 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

• To edit the properties shown in the table, click Table actions on the right and select Edit columns. 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

• Click the default company property dropdown menus (Company owner, Create date) 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 a view by clicking Save view in the upper right and selecting Save as new. In the dialog box, enter the name of the view, customize the users you will share the view with, 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 index page.

• 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.