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Overview

The Companies page provides a filterable, sortable view of all accounts in your system. Use it to browse companies, assess engagement, review scoring, and drill into individual account pages for deeper analysis and agent interactions.

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Companies List

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What You See

The companies table displays the following columns: Column visibility may vary based on your workspace’s enabled features.

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Views

The companies list supports saved views:
  • My Companies (default) — Filtered to show companies owned by you.
  • All Companies — Shows every company without owner filtering.
  • Custom Views — Create your own views with specific filters. You can rename, duplicate, and delete custom views.
For best practices on structuring views for your team for Task Generation, see Sales Views.

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Filtering

Filter companies using the filter bar. Available filter categories include:
  • Company Properties — Name, domain, industry, employee count, country, state, city, annual revenue
  • Stage and Deal filters — Filter by pipeline stage or deal attributes
  • Touchpoint filters — Filter by engagement activity
Active filters are encoded in the URL, so you can share filtered views with teammates.

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Sorting

Click any column header to sort. Default sort is by Score (descending). Hold Shift and click to add multi-column sorting.

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Pagination

The list shows 25 companies per page with manual pagination.

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Company Detail Page

Click a company name to open its detail page. Displays the company name, logo, domain (clickable), and account intelligence score (when enabled). Links to the corresponding Salesforce or HubSpot record are shown if integrated.

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Properties Sidebar

A collapsible right-side panel showing company attributes:
  • Base properties: Company Name, Owner, Industry, Type, Country, Employees, Annual Revenue
  • Custom properties: Additional properties configured for your workspace
  • Click See All to expand and view every available property

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Tabs

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Constraints

  • Company data is sourced from your CRM. Properties are read-only in HockeyStack.
  • Scoring and signals require Account Intelligence to be enabled.
  • The Agent, Tasks, and People tabs require the agents feature to be enabled.

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FAQ

These columns require Account Intelligence to be enabled for your workspace. Contact your admin.
Yes. Apply your desired filters, then save the current view with a custom name. You can rename, duplicate, or delete custom views at any time.
If Salesforce or HubSpot is connected, links to the CRM record appear next to the company name in both the list and detail views.
It displays a mini timeline of touchpoint activity over the past 90 days, giving you a quick visual of engagement levels.
The score is generated by the Account Intelligence model based on engagement signals, firmographic fit, and behavioral indicators. Scores range from 0 to 100.