Companies

Companies Views Revamp

We've made significant improvements to the Companies page to give you a faster, smoother experience.

What's New: Simple & Advanced Modes

The Companies page now has two modes you can toggle between:

Simple Mode

• Optimized for speed — loads significantly faster

• Includes streamlined filters: Company Properties and Delphi Scores

• Ideal for quick lookups and everyday use

Advanced Mode

• Full access to all filters: Stage, AI Properties, Have Done, Journey Membership, and more

• Best for complex segmentation and deep analysis

You can switch between modes at any time depending on the depth of filtering you need. Views created elsewhere in the product (e.g., Workflows, Prospecting Agents) will also respect the selected mode.

Performance

Loading times are up to 5x faster compared to the previous experience, with filtered queries also seeing major speed improvements.

Things to Keep in Mind

• Before switching modes. Clear your filters before switching modes. To toggle between Simple and Advanced, make sure existing filters are cleared first. This ensures the correct mode is applied.

• Saving views works in both modes. "Save for Everyone" and "Save as New View" are available in both Simple and Advanced modes. A view's mode is determined by the type of filters applied — if only Simple-compatible filters (Company Properties, Scores) are used, it will be treated as a Simple view, even if created from within an Advanced view.