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.Companies List
What You See
The companies table displays the following columns:| Column | Description |
|---|---|
| Company | Company name, domain, logo, and links to CRM records (Salesforce/HubSpot) |
| Stage | Current lifecycle stage and the date it was reached |
| Score | Account intelligence score (0–100) when enabled |
| Owner | The assigned sales rep (“No Owner” if unassigned) |
| Activity | Touchpoint activity over the last 90 days shown as a mini timeline |
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.
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
Sorting
Click any column header to sort. Default sort is by Score (descending). Hold Shift and click to add multi-column sorting.Pagination
The list shows 25 companies per page with manual pagination.Company Detail Page
Click a company name to open its detail page.Header
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.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
Tabs
| Tab | Description | Availability |
|---|---|---|
| Overview | Account summary and key metrics | When Account Intelligence is enabled |
| Signals | AI-generated signal summary, scores, and AI Property research results. See Signals | Always |
| Journey | Full engagement timeline and activity history | Always |
| People | Discovered contacts with filtering by department, seniority, persona, and engagement. See People | When agents feature is enabled |
| Contacts | People associated with this company in CRM | Always |
| Deals | Deals linked to this company in CRM | Always |
| Tasks | AI-generated and manual tasks for this company | When agents feature is enabled |
| Agent | AI company agent for chat, context, and task generation. See Company Agent | When agents feature is enabled |
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.
FAQ
Why don't I see the Score or Signals columns?
Why don't I see the Score or Signals columns?
These columns require Account Intelligence to be enabled for your workspace. Contact your admin.
Can I create custom views?
Can I create custom views?
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.
How do I see a company's CRM record?
How do I see a company's CRM record?
If Salesforce or HubSpot is connected, links to the CRM record appear next to the company name in both the list and detail views.
What does the Activity column show?
What does the Activity column show?
It displays a mini timeline of touchpoint activity over the past 90 days, giving you a quick visual of engagement levels.
How is the Score calculated?
How is the Score calculated?
The score is generated by the Account Intelligence model based on engagement signals, firmographic fit, and behavioral indicators. Scores range from 0 to 100.