In the CRM, pick a list and open Companies from the menu. The people on the list are grouped by company: people with the same domain are put under one company, and the company name is used when there is no domain.
For each company the table shows Company, Domain, Leads (number of people), Pipeline (which stages its people are in), Owner, Top score and Last activity.
- Search with Search company name / domain.
- Use the Sort: menu to sort by Lead count, Name or Last activity.
Click a company to open its page:
- Pipeline distribution: how the company's people are spread across stages.
- Leads: the people at the company, with Person, Stage, Owner, Score and Last activity. Click a row to open the person's detail.
On the company page, tick people and use the bar that appears at the bottom to Assign owner, Change stage or Set follow-up for all of them at once. These work the same way as the bulk actions in All leads.
The Companies view only covers the people on the selected list; people from the same company on other lists are not counted here.