Searching, Filtering, and Managing Companies

Use search, filtering, sorting, and list configuration to manage company records efficiently.

Search

Search for a company before creating a new record.

Use the organization's name and other searchable identifiers where available.

Filters

Filters can narrow company lists according to supported company fields and relationships.

Sorting

Sort company records when you need to review them in a particular order.

List presentation

Configure useful columns where available so agents can compare important company information directly from the list.

Duplicate prevention

Different spellings, abbreviations, or legal and trading names can produce accidental duplicates.

Verify that two records truly represent different organizations before keeping both.

Maintenance

Correct inaccurate company information and relationships as they are discovered. Reliable company data improves reporting and agent context.