Working with the Insight: Companies page

The Insight: Companies page lists both the companies that are a match with your Insight CRM search and the companies imported directly into your account. You can use the features on the Insight: Companies page to filter and sort the company list, search for specific terms in companies and view the Salesforce listing for each company. 

Note: The companies in the list are acting as participants on the projects displayed on the Insight: Searchpage. 

This section contains the following topics: 

How to use the Insight: Companies page

The Insight: Companies page lists the companies that are a match with your Insight CRM search or are companies imported directly into your Salesforce account. You can use the features on the page to review the companies for potential accounts other options. 

To use the Insight: Companies page,

• use the features on the page to sort, filter, and search the list of companies. You can also view the Insight details pages for the companies. Use the topics in this section for more information about performing these tasks. 
  
  
• To view the details of a company in Salesforce, click on the Name value in the column list to open the related details page. From there you can review and select the company for an account or other or other options. For more information, see the Help topic next to each feature on the related page.  

Applying View filters

You can apply a global filter to all of the companies in your account by using the View feature at the top of the page. 

To apply a View filter, 

• in the View menu, select the option to use. 
  Result: The menu refreshes and the companies displayed match your selected option. 

The following page describes the options you can use in the View menu.    

Selecting and ordering the columns

You can select up to 10 column values to display in the window. You can also select the left to right column order along the page.  

Note: For a description of the column values, see Understanding company column values. 

To open the column selection menu, 

• • click My Columns in the upper right section of the page.

To select the columns to display, 

• • in the menu, select values in the Available Fields menu and then click the arrow for Add to move them to the Selected Fields menu. 

To order the columns along the page, 

• • select the value in the Selected Fields menu and then click the arrow for either Up or Down.   

Searching the companies in the list

The search feature at the top of the page lets you locate words that are used in the company listings on the page. 

Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported. 

To search listings, 

• enter the search terms in the search bar at the top of the page and then click the spy glass icon.

Result: The menu refreshes with the listings that match your search terms. 

Note: Click the Insight: Companies tab at the top of the window to reset the page. 

Using the Filters menu

You can apply filters to the companies in the list to get the results that you need.

To use the Filters menu, 

• select the filtering option from the list and then click Apply. 

Result: The list refreshes with the revised results. Click Clear Filters to reset the menu. 

Notes:

• To see all filters for an option, click the arrow >  to expand the option menu.
• You can still apply filtering options even when the column for the selected option is not currently displayed in the window.   

The following table describes all of the options that you can use to filter your companies list.  

Understanding company column values

The following table describes the column values on the My Insight:Company page.