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People & CompaniesBrowse, filter & save views

Search, filter, and save views of people and companies

The People and Companies pages share the same controls: search, filters, columns, sorting, pages, and saved views.

  1. Click Search in the filter bar, or press /.
  2. Type a name or term. The search box reads Search people… on People and Search companies… on Companies.
  3. Press Enter.

The search term shows as a Search: ”…” chip in the filter bar. Click the × on the chip to clear it.

Filter

Some filters always sit in the filter bar. The rest are under + Filter.

The People filter bar with the Relationship and Stage filters and the + Filter menu open on Add a filter

  1. Click a filter in the bar, or click + Filter and pick one from Add a filter.
  2. Pick one or more values. The list updates right away.
  3. To remove every filter and the search, click Clear filters.

The filter bar shows how many rows match, for example 12 of 159 people. A filter only shows up under + Filter when there’s something to pick, so Tags appears once you’ve tagged someone, and ARR once a company has an ARR.

People filters

FilterOptions
Relationship (always shown)User, Customer, Employee, Partner, Vendor, Influencer, Other
Stage (always shown)Engaged, Submitted, Verified or imported, Rewarded
CompanySearch for one or more companies
Social platformPeople with a profile on LinkedIn, X, Facebook, Reddit, YouTube, Instagram, or TikTok
TagsAny tag on a person

Companies filters

FilterOptions
Industry (always shown)Industries in your workspace
Size (always shown)Company size ranges
Has proofOnly companies with proof
ARRARR ranges
B2BB2B, Not B2B
Funding roundFunding rounds in your workspace
Verified peopleWith verified people, Without verified people
TagsAny tag on a company

Choose columns

  1. Click Columns at the top right of the table.
  2. In Edit people columns (or Edit company columns), tick the columns you want under Available fields.
  3. Drag columns in Shown in table to reorder them, or use the arrows.
  4. Click Save.

The Edit people columns dialog with Available fields grouped by section and the Shown in table list

Good to know:

  • Columns are grouped into Core, Company, Social, Advocacy, and Custom on People, and Core, Company, and Advocacy on Companies. Custom lists your custom fields.
  • Person and Company are marked Locked. They always show first.
  • Use Search columns to find a column, and Reset columns to go back to the default set.
  • The column layout is shared by everyone in the workspace.
  • If you save columns while a saved view is open, the page switches back to All.
  • When a column is empty on most rows, we hide it and show a note under the table, such as 3 empty columns hidden: Job title, Location and Tags · Show. Click Show to bring them back.

Sort

Click a column header to sort by it. Click again to reverse the order, and a third time to turn sorting off. You can sort by one column at a time.

  • Counts and Last activity sort from highest or newest first. Text sorts A to Z first.
  • Proof, Verified, and Rewards on People, and Verified people, People, and Proof on Companies, sort only the rows on the current page. A note under the table says so, for example Proof: sorted on this page only.
  • Given on, Stage, Tags, social, and custom columns can’t be sorted.

Move between pages

Each page shows 25 rows by default. Use Per page at the bottom to show 10, 25, 50, or 100. The count next to it reads, for example, 1–25 of 159 people.

Save a view

A saved view brings back the same filters, search, sort, and page size in one click.

  1. Set the filters, search, and sort you want.
  2. Click Save view next to the tabs.
  3. In Save current view, enter a View name. To pick an icon and colour, click the icon button next to the name.
  4. Click Save view.

The Save current view dialog with the icon button and the View name field

The view appears as a tab next to All (and Advocates on People). Hover a view tab to see what it filters on. Saved views are shared with your workspace, and People views and Companies views are kept separate.

To manage a view, open it and click the ⋯ button next to the tabs:

  • Add to favourites pins the view to your sidebar.
  • Edit “{name}” changes the name, icon, or colour.
  • Delete view removes it after you confirm Delete saved view?. Your data stays.

When you have many views, the extra ones are listed under More views in the same menu.

All and Advocates are built in. You can’t edit or delete them.

The page address keeps your search, filters, sort, page, and view. Copy the URL to send a teammate the exact list you’re looking at. An open person or company also has its own address, so you can link straight to it.

Use the keyboard

  • / opens search.
  • ↑ and ↓ move between rows. ↵ opens the row.
  • Space selects the row.
  • ? shows all shortcuts.

When the list is empty

  • No people or companies yet: the page explains how records get added and offers Import reviews or Create campaign.
  • No people match these filters (or No companies match these filters): change the search, or click Clear filters.
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People & CompaniesPerson & company records