Organize companies and branch locations
- Saved views: Name a company grouping and return to its selection, filters, sorting, and columns. Keep it private or share it with your team. Each teammate sees only companies they can access.
- Company picker: Find companies by name and select several branches to see them together.
- Custom columns: Show, hide, and reorder columns, including company custom fields such as branch codes. Your main-list layout saves automatically; use Save view to keep a saved view’s changes.
- More top-bar filters: Filter company information, stages and sub-stages, assignment, collaborators, notes, tasks, documents, dates, and custom fields. Communication and event filters use accessible activity from associated people.