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You can quickly navigate to the Companies page with G then M. See all keyboard shortcuts. The Companies view in Spott is fully customizable, giving you control over what information you see, how it is displayed, and how it is organized.

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Customizing columns

View Settings with the column list
Your client list is displayed as a table, with each column representing an attribute such as Name, Stage, Contacts, Size, Industry, or Domain. You can:
  • Add columns: click View Settings in the top right corner and toggle on the attributes you want to see.
  • Hide columns: in View Settings, click the three dots next to a column and remove it.
  • Reorder columns by dragging them left or right, in the table or in View Settings.
Column changes are saved as part of your view. You can create custom company fields from Settings.

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Searching

The search bar finds companies by name and keywords. It supports full Boolean queries (AND, OR, NOT); Spott switches to Boolean mode automatically when your query contains double quotes.

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Filtering your data

The company filter menu
Add filters from the filter menu above the table. Filters include:
  • Stage: track whether a client is a Lead, Prospect, or another stage
  • Lists: companies on a specific list
  • Location: find clients in or around a specific location
  • Company: name, size, and industry
  • Dates: created at and next task due
  • Last Interaction: when the last touchpoint happened, and with whom
  • Any custom fields your workspace has configured
Use these filters to quickly find the clients that matter for your current task.

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Sorting your records

Order your list by key attributes such as:
  • Company Name
  • Created At, newest or oldest first
  • Modified At
  • Domain
  • Next Task Due
  • Last Interaction Date
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 recent interaction.