Sort, filter, drill in

Sort by any column, filter the list, and click any customer to open their full record. The first tab is Customer Intelligence. In workspaces using Customer memory, it brings together upcoming meetings, your work, teammates' work, customer commitments, and account background.

Your open work is grouped into Today, Upcoming, Overdue, and Backlog. Waiting on them keeps customer commitments visible beside the work your team owns. Open an item to inspect its original conversation and next action. You can reach the same account work from Home.

Use the other account tabs for specific work:

Tab	What to find
Goals	Customer outcomes, their owners, and progress.
Success plan	Milestones and deliverables that support those outcomes.
People	Contacts and product users on the account.
Interactions	Emails, meetings, and other synced conversations.
Memory	Stored account information, including facts, the activity digest, and configured data sections. This is a separate tab from the Customer memory work surface.
Metrics	Account metric history.

In the earlier account layout, the first tab shows the Customer Intelligence digest and Goals card, with account work on a separate Tasks tab.

Hover on the health status to see reasoning: which signals contributed, what the AI saw in the latest interactions, and why they landed in their current status on the most recent run. See AI Health Scoring for how that reasoning is produced.

Lifecycle stages

Every company sits in a lifecycle stage that reflects where it is in its relationship with you:

Prospect: not yet a paying customer.
Customer: an active, subscribed account.
Churned: a former customer who has canceled.
Ignored: kept as a record but excluded from the normal customer portfolio and associated processing.

Stages keep your portfolio focused on the accounts you actively manage. They sit alongside the per-person statuses on each account.

Account hierarchy

Companies can be linked in a parent/child hierarchy, so a holding company and its subsidiaries, or a global account and its regional entities, stay connected. A company's record shows its place in the hierarchy, and you can jump between the parent and its children from there. When your CRM tracks the relationship, configure its parent-company mapping in the CRM sync to bring that hierarchy into Cust.

Filters and saved views

Filter the list by any combination of fields, then save that combination as a view so you do not have to rebuild it each time. Keep a view for yourself, or share it with the team so everyone works from the same list. Saved views work the same way on the Dashboard, Topics, and Action Hub.

For anything beyond a single field, the advanced filter lets you build multi-condition queries with AND and OR logic. Conditions can reach across an account's data, including its interactions, so you can find companies by what has (or has not) happened with them: no call in the last 30 days, a meeting that came back with positive sentiment, an email from a specific person. The same query builder powers Goals.

Bulk actions

Select several companies to act on them at once, for example to assign a manager, add them to a project, or add them to a guidance. The same bulk actions are available on the People list within an account. Large selections run in the background, so you can keep working while Cust applies the change.

You can also trigger a contact workflow from a company selection. Pick the workflow, narrow which contacts on those companies it should target with a contact filter, and see a live count of how many people match before you run it. See Workflows for what a workflow can do.

Add a company

Choose Add company, enter its name, and review the suggested name and domain. Suggestions are best-effort enrichment, so correct them before saving. Cust warns when the domain already belongs to another company. If it finds email participants on that domain, you can choose whether to add them as contacts.

Search supports company names and exact external IDs. Use Data import for a batch of companies, and configure company-page fields and metrics through Layouts in Settings.

For a group that updates automatically as company data changes, create an Audience.

Filter companies by their contacts

Use Has contact or Does not have contact to find accounts with or without matching contacts. For example, Does not have contact without additional criteria finds companies with no contacts. Add nested contact criteria to find accounts with a contact matching a field available in your workspace. Combined criteria inside one contact condition apply to the matching contact.