Companies
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
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:
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.
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
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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