Sometimes you'll need to work with a subset of the Companies you're tracking, filters and Saved Views make that easy.

Filtering Companies

You can filter your Companies in numerous ways using the 'Add Filter +' button. Filter by single or multiple values to curate the list of Companies you need.

Multiple Filters (and/or)

Multiple filters are automatically set to show items in all the filter options. By clicking the 'and' between filter options, you can set it to an 'or' filter.

Sorting Companies

Sorting preferences are configured on a user basis and only saved to your account. You can view sorting options on your Company table by clicking the 'Sort' dropdown menu in the top right. 

You can also Sort Companies by certain underlined columns on your Companies table such as Name or Last Team Contact. Just select the name of the column you would like to sort with. 

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