A guide to your companies home
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In HubSpot, you store and manage information about the companies you are dealing with. They may be from the same company.
Your companies home is where your companies records are displayed. You can:
have an overview of your companies' information, where some are automatically populated by ;
quickly based on their property values;
that show only companies that meet a certain criteria; and
, including deleting them.
Learn more about managing your , , and in their respective homes.
In your HubSpot account, navigate to Contacts > Companies.
In the upper right:
Actions: click to make changes to your companies.
Edit properties: select to edit your company properties. Learn more on .
Manage duplicates: select to . Only users with and can deduplicate contacts and companies, if the HubSpot account has access to the .
Restore companies: select to . Only users with or permissions can use the recycle bin.
Import: click to . You can import new records, import to bulk update existing records, or import to bulk associate records.
Create company: click to manually .
In your HubSpot account, navigate to Contacts > Companies.
Your companies will be displayed in a table. By default, they will be sorted so the most recently created company will be at the top.
To locate a specific company, you can enter a search term in the search box under the tabs.
Click Edit columns on the right. In the dialog box:
On the left, select the properties you want to appear in the table.
On the right, drag and drop properties to arrange them to how you want them to appear in the table. Click x to remove a property.
Click Save.
If you're in a saved view, to save the new columns in the view, click Save in the bottom left. Going forwards, the view will show the columns you've selected.
To sort your records using property values, click the property name at the top of the table.
To resize your columns, click, hold, and drag the edge of the column to your preferred size.
To re-arrange your columns, click, hold, and drag the dragHandle handle of the column to your preferred area.
You can further filter the companies in the table:
If you are currently in the All companies tab and already set up filters, you can save this set of filters as another view. In the bottom left, click Clone and in the dialog box, enter a name for the view and click Save.
If you're in another view, you can click Save in the bottom left to update the view's filters.
To change views on the companies you see in the table, click a different tab. The default view is All companies, which show you all the companies you can view in the HubSpot account, based on your permissions.
You can also .
To add or retrieve information on a company, click the company's name. You will access .
Please note: the contacts you see may differ from another user due to your .
You can also on this page.
Click the default company property dropdown menus above the table and select the values that you want the displayed companies to have. Learn more about the .
For other properties, click More filters and in the right panel, search for and click the property. Learn how to .
You can also .
You can save , so you don't have to set them up again, and access them through the tabs in your companies home.
To see another view that isn't in your tabs, click All views. You can also click Add view to .
