# Companies

> **Limited Access:** Sales Agents is currently available to select customers only. To get access, reach out to <bugra@hockeystack.com>.

### 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        |

Column visibility may vary based on your workspace's enabled features.

#### 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

Active filters are encoded in the URL, so you can share filtered views with teammates.

#### 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.&#x20;

### 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**  | Active signals and alerts for this company              | Always                               |
| **Journey**  | Full engagement timeline and activity history           | Always                               |
| **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 | 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 and Tasks tabs require the agents feature to be enabled.

### FAQ

**Q: Why don't I see the Score or Signals columns?** A: These columns require Account Intelligence to be enabled for your workspace. Contact your admin.

**Q: Can I create custom views?** A: 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.

**Q: How do I see a company's CRM record?** A: If Salesforce or HubSpot is connected, links to the CRM record appear next to the company name in both the list and detail views.

**Q: What does the Activity column show?** A: It displays a mini timeline of touchpoint activity over the past 90 days, giving you a quick visual of engagement levels.

**Q: How is the Score calculated?** A: The score is generated by the Account Intelligence model based on engagement signals, firmographic fit, and behavioral indicators. Scores range from 0 to 100.


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