The Companies view in Spott is fully customizable, giving you control over what information you see, how it’s displayed, and how it’s organized. This helps you keep your database clean, relevant, and easy to work with.

​
Customizing Columns

Companies Pn Your client list is displayed in a table format, with each column representing an attribute such as Name, Stage, Contacts, Size, Industry, Domain, or Description. You can:
  • Add new columns for attributes that are important to your workflow.
  • Hide columns you don’t need at the moment.
  • Reorder columns by dragging them left or right.
This flexibility lets you tailor the view for your exact needs.

​
Filtering Your Data

Filters are grouped into two main categories:

​
1. Client Filters

  • Stage – Track if a client is a Lead, Prospect, or another stage.
  • Contact – Narrow results to clients linked to specific contacts.
  • Created At – Find clients created within a certain time frame.
  • Next Task Due At – Filter based on upcoming tasks or follow-ups.

​
2. Company Filters

  • Industry – Focus on companies in a specific sector.
  • Company Size – Segment by employee count.
  • Company Name / Description – Search for matching keywords.
  • Domain – Filter by company website.
  • LinkedIn Profile – Narrow down by available LinkedIn URLs.
Use these filters to quickly find the clients that matter most for your current task.

​
Sorting Your Records

Sorting allows you to order your list based on key attributes such as:
  • Created At (newest or oldest first)
  • Modified At
  • Company Name
  • Domain
  • Next Task Due At
Sorting is especially useful for prioritizing follow-ups or reviewing recent activity.
Combine filtering and sorting for the most precise view — for example, see only Leads in the Tech industry, sorted by the most recently modified.
A well-organized client database saves time and ensures you never miss important follow-ups. Regularly review your columns, filters, and sorting preferences to keep your workflow efficient.