HubSpot Companies View

Company View in HubSpot is a powerful tool that allows you to organize and manage your contacts and leads by their respective companies. It provides a centralized location to track interactions, notes, deals, and more related to a specific company. This can be incredibly useful for building solid relationships and closing deals.

All Companies View

To access Company View, log in to your HubSpot account and navigate to the 'Contacts' section from the main dashboard.
You will see 'Companies.' Click on it to enter the Company View dashboard.

Searching and Filtering Companies

Companies list gives you a birdseye view of all the companies associated with IC Realtime or Companies assigned to you.

Think of the company view as a large spreadsheet with data constantly being Imported. This data can help you find the perfect customers to target in seconds rather than hours.
You can sort by data such as; Buying behavior, Customer Lifetime Value, Age of Account, Associated Partners or Buying Groups, and More!
To View companies owned by you, click "Company Owner" and "Me" and it will display only your companies

Accessing Company Record

Clicking on a company's name will take you to the record.

Navigating Company Records

The 'Company Record' page provides a comprehensive overview of a specific company.

You can find essential details such as company name, industry, location, and contact information.
You can also add notes, log calls, schedule meetings, and take a look at your associated deals with the company.

HubSpot Academy

Learn More on HubSpot Academy!

Take a deeper dive into your HubSpot Contact and Companies views.