Manage Companies in the Hubspot Sales Workspace

The Hubspot sales workspace makes it easier for sales teams to organize, view, and update company data without leaving their daily workflow. Understanding how to manage companies in this workspace helps your team stay focused on selling while keeping records clean and accurate.

This guide walks through how to access, filter, and edit companies, plus how to customize the workspace so it matches your sales process.

Accessing Companies in the Hubspot Sales Workspace

In the latest interface, company records live inside the primary sales area that also includes contacts, deals, and tasks. You can access companies from the left sidebar navigation.

1. Open your Hubspot account and sign in.
2. Navigate to the sales workspace from the main navigation.
3. In the left sidebar, select the Companies tab to open your companies view.

If you need more details on how this page works, you can reference the official documentation at Hubspot knowledge base.

Understanding the Hubspot Companies Table

The companies view is built as a flexible table. Each row is a company record and each column is a property, such as domain, lifecycle stage, number of contacts, or owner.

From this table you can:

• Sort companies by any sortable column.
• Search for a specific company by name or domain.
• Apply filters to build target lists for outreach.
• Select multiple companies to perform bulk actions.

Customize Columns in the Hubspot Companies View

You can change which properties appear as columns so the table shows the information that matters most to your sales team.

1. In the companies table, click the column management or Table actions menu.
2. Select Edit columns.
3. Use the search bar to find company properties.
4. Check or uncheck properties to add or remove them from the table.
5. Drag and drop to reorder the column positions.
6. Click Save to apply your changes.

This customization is user-specific, so each rep can tailor the Hubspot companies view to their role.

Using Filters in the Hubspot Companies Workspace

Filters help you quickly narrow down companies to the right segment for outreach, review, or cleanup.

Apply Basic Filters

To add filters in the companies table:

1. At the top of the table, click Add filter.
2. Search for the company property you want, such as Lifecycle stage or Industry.
3. Select the property to open the filter options.
4. Choose your criteria (for example, is any of or is equal to).
5. Set the value or values to filter on.
6. Click Apply filter.

You can add multiple filters to refine your list, such as focusing on companies in a specific region that also have open deals.

Save Filtered Views in Hubspot

When you create a useful set of filters, save it as a view for quick access later.

1. After adding filters, open the view menu above the table.
2. Click Save view or Save as new.
3. Name the view clearly, such as Active customers by region.
4. Choose whether to make the view private, shared with your team, or default for you.
5. Save the view to reuse it any time from the view dropdown.

Saved views let your organization create consistent company lists across the Hubspot sales workspace.

Managing Individual Company Records in Hubspot

From the companies table, click on any company name to open its record in a right-side panel or full page view, depending on your layout.

Edit Company Properties

Within a company record you can update property values to keep data current.

1. Open the company record.
2. Locate the properties sidebar on the left or right of the record layout.
3. Click into any editable property, such as Company owner, Phone number, or Lifecycle stage.
4. Adjust the value and click outside the field or press enter to save.

These updates sync across all Hubspot tools, including reports, lists, and automation.

Use the Activity Timeline

The center of the company record usually displays a timeline of activities associated with that company, including:

• Emails sent and received.
• Calls and meeting logs.
• Notes from reps.
• Tasks and sequences.
• Form submissions and website visits when available.

You can filter the timeline by activity type and date range to quickly find what you need.

Performing Bulk Actions on Companies in Hubspot

The companies table supports bulk actions so you can update multiple records at once instead of editing each company individually.

Select Companies for Bulk Updates

1. Open the companies view in the sales workspace.
2. Use filters or search to narrow your list.
3. Select individual checkboxes, or check the top box to select all rows on the page.
4. If prompted, choose to select all matching records in the filtered view, not just those on the current page.

Common Bulk Actions

After selecting companies, open the bulk actions menu. Typical actions include:

• Edit properties for all selected companies, such as assigning a new owner or updating lifecycle stage.
• Add to list for marketing and reporting.
• Assign tasks for follow-up research or outreach.
• Delete companies that are duplicates or no longer needed.

Bulk edits help keep your Hubspot database healthy and aligned with changes in your sales process.

Customizing the Hubspot Sales Workspace for Companies

You can personalize how records display and how your team interacts with company data.

Adjust Record Layout

Admins and users with the right permissions can customize company record layouts:

1. Open any company record.
2. Click the layout or customization button (often labeled Customize or similar).
3. Add or remove sections, such as About this company, Associated contacts, or Deals.
4. Reorder properties so the most important details appear at the top.
5. Save your changes and apply them to specific teams or all users if available.

This ensures every rep sees the most relevant information first when they open a company record in Hubspot.

Leverage Associations with Contacts and Deals

Company records connect to other objects, giving sales teams full context.

• Associate multiple contacts with a single company.
• Link deals to companies so revenue is properly attributed.
• Connect tickets or custom objects for a complete account view.

You can manage these associations directly within the company record, helping your team understand account structure and engagement history.

Best Practices for Company Management in Hubspot

To get the most value from the sales workspace, align company management with your broader go-to-market process.

• Define ownership rules: specify when and how companies are assigned to reps.
• Standardize required properties: ensure key fields like industry, company size, and region are consistently filled.
• Use views by team: create dedicated company views for SDRs, AEs, and account managers.
• Schedule regular data reviews: use bulk actions to clean up inactive or duplicate records.

Consistent practices help your organization rely on Hubspot as a trusted source of account data.

Next Steps and Additional Resources

Once you are comfortable managing companies in the sales workspace, expand into related tools:

• Set up custom properties to track account-specific details.
• Build lists and workflows that use company filters.
• Align reporting to track pipeline and revenue by company segment.

For more strategic CRM and revenue operations guidance beyond the Hubspot platform itself, you can explore consulting resources like Consultevo, which specializes in optimization and implementation.

By mastering companies in the Hubspot sales workspace, your team gains a clear, actionable picture of every account, making it easier to prioritize outreach, manage pipeline, and grow revenue efficiently.

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