Accounts list: columns and filters

This is the full catalogue of every column you can show on the Accounts list and every filter you can apply to it, with the meaning of each value. Use it when you want to decide which columns to display, build a precise filter, or understand exactly what a value represents. To set columns and save a filtered view, see Configure columns, Filter accounts, and Save filter views.

Columns

The Name column is always shown and cannot be hidden. Every other column can be turned on or off. Alongside the company name, the Name cell also surfaces small status markers: a Do Not Touch marker, a deletion-in-progress marker, a merge-in-progress marker, a marker when the record was deleted from a connected CRM, and the CRM sync icons. Almost every column can also be sorted by clicking the arrow control beside its heading - the exceptions are Tags and Links. The first click leads with the strongest end of the column (biggest, newest, best-fitting) and Name leads A to Z; see Sort the lists for what “in order” means per column.

UI label	What it means	Values / format
Name	The account’s company name, with status markers and CRM sync icons. Click it to open the account detail page.	Text
Domain	The account’s website domain.	Text, or empty if not set
Score	How much “why now” material the research turned up: of the account’s research findings that count as buying signals, the share that came back both found and positive. It is not a measure of ICP fit, and not a rating of how good a prospect the account is. Read it alongside Latest Research at, because the Score reflects whichever research pass produced it and carries no date of its own. Shown as a colored ring with the number inside. See Account Research agent for the full reading, including why a low Score usually means a quiet public footprint rather than a weak account.	0 to 100. Up to 24 is gray, 25 to 74 is orange, 75 and above is green. Only present when ICP is Yes; empty otherwise, and empty until the account has signal findings.
Ecosystem	The ecosystem the account is grouped under. A warning marker appears if the ecosystem it was qualified into no longer exists; hover it to act on that, see when a qualification target was deleted.	Text, or empty
Vertical	The vertical the account is grouped under. Carries the same warning marker when the vertical no longer exists.	Text, or empty
Contacts	How many contacts are linked to the account. Shown as a chip; a zero shows the action that fixes it instead.	Number
Account plans	How many account plans have been generated for the account. Shown as a chip; a zero shows the action that fixes it instead.	Number
ICP	Whether the account fits your ideal customer profile, with the reasoning available on hover. A lock marker appears when the status has been manually locked.	Yes, No, or Inconclusive
Parent account	The parent account this one belongs to, as a link. Only available when parent / child accounts are enabled for your workspace.	Account link, or empty
Owned by	The person who owns the account, shown with an avatar. A lock icon appears when the account’s ownership is locked against the ownership rules, and shows on its own when a locked account has no owner.	Name, or empty
Tags	The tags applied to the account. Shows up to four, then a “+N” marker for the rest, plus an Add Tag button.	Tag chips
Updated at	When the account record was last changed.	Date
Created at	When the account was added to the workspace.	Date
Qualified at	When the account was last qualified.	Date, or empty
Latest Research at	When research was last run on the account.	Date, or empty
Links	Quick links for the account. Currently a link to its LinkedIn page where one is known.	Link icon, or empty
Source	Where the account came from: a connected CRM, an import, an agent that created it, or Webhook when one of your own automations pushed it in over the API rather than a person creating it in the workspace.	Text
Qualification agent columns	One column per qualification agent set up for accounts. Each shows that agent’s latest verdict for the account, with the full text on hover, and a clock icon giving the answer’s age (Fresh, Aging, or Stale). The column header is the agent’s own name. Sorting the column orders by when the verdict was written, not by its text.	Agent output text
Research agent columns	One column per research agent set up for accounts. Each shows that agent’s latest finding for the account, with the full text on hover, and a clock icon giving the finding’s age (Fresh, Aging, or Stale). The column header is the agent’s own name. Sorting the column orders by when the finding was written, not by its text.	Agent output text
Custom field columns	One column per custom field defined for accounts. Each shows that account’s value for the field. The column header is the field’s own name.	Field value

The qualification, research, and custom field columns are not shown by default; turn them on from the column picker. Because they are driven by the agents and custom fields configured in your workspace, the exact set you see depends on your setup.

What an empty cell offers you

An empty cell is not just a blank. Where the workspace knows what would fill it, the cell shows the action that does so, right there in the row - so a gap you spot while scanning the list is one click from being closed, with no trip to the detail page and no selecting the row first.

Empty column	What the cell offers	When it appears
Domain	Find website (Website finder agent)	Whenever the domain is blank and the agent has not run on the account yet. Once it has run and found nothing, the cell reads Domain not found in amber and holds the same Find website action, plus the reason it failed, inside its tooltip.
ICP, Ecosystem, Vertical	Qualify (Qualification agent)	Whenever the value is blank.
Score	Research (Research agent), narrowed to your signal research only	Only when the account’s ICP is Yes. The Score is built from signals alone, so the window opens with just those selected rather than your whole research set - running everything would spend credits on data points that cannot move the number.
Contacts	Find contacts (Contact finder)	Only when the account has no contacts yet, its ICP is Yes, and its qualification target still exists. Contact finder works from the personas on the account’s vertical, so on anything else it would be stopped at the pre-check.
Account plans	Generate plans (Account plan agent)	Only when the account has no plans yet, its ICP is Yes, and its qualification target still exists.
A research agent column	Research (Research agent), with that column’s agent already selected in the window	Only when the account’s ICP is Yes and that agent is assigned to the account’s vertical - that is, only where the agent could genuinely run.
Parent account	Assign parent	Whenever no parent is set and parent / child accounts are enabled for your workspace.
Owned by	Assign owner	Whenever the account has no owner.
Custom field columns	The inline edit control, always visible rather than appearing on hover	Whenever the field has no value.

Each agent button carries its label in the cell rather than revealing it on hover, so a column of gaps reads as a column of offers you can scan without pointing at each one.

The agent buttons follow the same permission as launching an agent anywhere else, and Assign parent, Assign owner, and inline editing follow the accounts and contacts edit permission. If you only have view access, empty cells stay blank. Launching from a cell opens the same window you would get from the actions bar, so you still choose the settings and confirm before anything runs. See Teams, roles, and permissions.

When a qualification target was deleted

If the ecosystem or vertical an account was qualified into is later deleted, the account keeps its verdict but that verdict no longer points at anything live. The workspace marks this with an orange warning marker next to the ICP, Ecosystem, and Vertical values (and beside the account name on its detail page), and turns those values amber.

Hover the marker and it tells you Ecosystem or vertical was deleted, then offers the two things worth doing about it:

Show all accounts like this - reloads the Accounts list filtered to every account in the same state, so you deal with the whole set at once instead of one row at a time. Deleting a vertical usually orphans a batch, not a single account.
Requalify - runs the Qualification agent on this account so it lands on a target that still exists.

Take the first when you have just restructured your verticals, the second when it is one stray record. Either way the point is that a stale verdict is worse than no verdict: it looks like a decision your team made, when the decision it was based on no longer exists. See Run a qualification.

Filters

The Accounts list has a free-text search plus an expandable set of filters. Search matches across account text such as name and domain. The remaining filters and their selectable values are listed below.

For the list-style filters (ICP, Ecosystem, Vertical, Owner, Tags, Owner CRM), the available choices are drawn from the accounts actually in your workspace, so the exact options you see reflect your own data.

UI label	What it means	Values / options
Search	Free-text search across account fields such as name and domain.	Text
ICP	Filter by ideal-customer-profile fit.	Yes, No, Inconclusive
Freshness: Qualification	How recently the account was qualified.	Fresh (under 14 days), Aging (14 to 30 days), Stale (over 30 days), Never
Freshness: Research	How recently the account was researched.	Fresh (under 14 days), Aging (14 to 30 days), Stale (over 30 days), Never
Ecosystem	Filter by ecosystem.	One option per ecosystem in your workspace
Vertical	Filter by vertical. Grouped by ecosystem.	One option per vertical in your workspace
Has contacts	Keep only accounts that do, or do not, have linked contacts.	Single choice
Has account plans	Keep only accounts that do, or do not, have account plans.	Single choice
Has buying signals	Keep only accounts that do, or do not, carry at least one buying signal that research answered positively.	Single choice
Do not touch	Filter by the Do Not Touch flag.	Single choice
Ownership locked	Filter by whether the account is locked against the ownership rules. A locked account is never assigned or reassigned automatically.	Single choice
Score	Filter by account strength score using a range slider.	Range from 0 to 100
Owner	Filter by the person who owns the account.	One option per owner in your workspace
Updated at	Filter by when the account was last changed, as a date range.	Date range (from / to)
Research agents	Filter on research-agent results. Lets you search the agent output text, filter by whether something was found, and filter by a positive result.	Agent output search; Found; Positive
Qualification agents	Filter on qualification-agent results by searching the agent output text.	Agent output search
Tags	Filter by applied tags.	One option per tag in your workspace. In the advanced filter builder, also available as Contains / Does not contain to match part of a tag name (useful for patterned tags, like a recurring campaign or cohort naming scheme).
Owner CRM	Filter by the account owner recorded in your connected CRM. Grouped by CRM.	One option per CRM owner

A lock icon in the Owned by column means that account’s ownership is locked, and the Ownership locked filter is the quickest way to list the accounts the ownership rules will never touch.

The freshness windows are fixed: an account is Fresh for its first 14 days, Aging from 14 to 30 days, Stale after 30 days, and Never when it has not been qualified or researched at all.

The Accounts list also offers a wider advanced filter set built on the same fields, reachable from the Basic / Advanced toggle at the top of the filter panel; the basic panel above is what you see by default.

Quick filter chips

The Quick filters bar above the list applies the same conditions as the panel, in one click, with a live count on each chip. Chips in the same group replace one another; chips in different groups combine. See Filter accounts for how to use and customize the bar.

Chip	Group	What it keeps	Pinned by default
My accounts	Ownership	Accounts owned by you.	Yes
ICP Yes	Qualification (one at a time)	Accounts qualified Yes.	Yes
ICP No	Qualification (one at a time)	Accounts qualified No.	No
ICP Inconclusive	Qualification (one at a time)	Accounts whose qualification came back undecided.	No
Not qualified	Qualification (one at a time)	Accounts with no ICP verdict at all - never qualified, as distinct from Inconclusive.	Yes
Needs requalification	Qualification (one at a time)	Accounts whose qualification has gone stale, the same Stale window as the Freshness: Qualification filter.	No
No contacts	Missing information	Accounts with no contacts attached.	Yes
No account plans	Missing information	Accounts with no account plans.	No
Recent tasks	Recent tasks	Not a condition: a picker that scopes the list to the records one agent or workflow run touched.	Yes

Custom shortcuts you save appear alongside these under Custom filters. Pins, renames, and custom shortcuts are personal and stored in the browser you set them in; a saved view is the shareable, portable equivalent.

CRM activities and opportunities (advanced filters only)

When a CRM is connected, the advanced filter builder carries two extra groups built on the pipeline and engagement history that syncs in from it: CRM activities and CRM opportunities. They are not in the basic panel and they are not columns - they exist so you can slice your book by what has actually happened with an account and what is live in the pipeline, not only by fit and research. See CRM pipeline and activity for what that data is.

Two shapes sit in each group. Some fields ask about the account’s whole history at once - the counts, the last-activity dates, and the three yes/no questions at the end of the activities table; the rest describe a single activity or a single opportunity, and an account matches when at least one of its records satisfies the condition.

CRM activities field	What it means	Values / options
Number of activities	How many activities are logged against the account.	Number, from 0
Last activity date	When the most recent activity of any kind happened.	Date
Last call date	When the most recent call happened.	Date
Last email date	When the most recent email happened.	Date
Last meeting date	When the most recent meeting happened.	Date
Activity type	The kind of activity.	The types present in your own CRM data
Activity direction	Whether the activity came from your side or the buyer’s.	Inbound, Outbound
Activity status	The status your CRM records on the activity.	The statuses present in your own CRM data
Activity outcome	The outcome your CRM records on the activity.	The outcomes present in your own CRM data
Activity date	The date of one activity.	Date
Activity subject	The activity’s subject line.	Text
Activity body	The activity’s logged content.	Text
Activity duration (seconds)	How long the activity lasted.	Number, from 0
Activity owner	The CRM user who owns the activity.	The activity owners present in your own CRM data
Has meeting material	Whether any past meeting on the account left notes behind. Yes matches accounts with at least one past meeting carrying content or internal notes; No matches accounts that have past meetings but none with material. An account with no past meeting matches neither side.	Yes, No, or unset
Has unanswered inbound	Whether the buyer’s last message is still waiting on you, looking only at the last two weeks. Yes matches accounts whose most recent inbound activity in that window is newer than their most recent outbound one (or who have an inbound and no outbound at all); No matches accounts whose inbound in the window has been answered. An account with no inbound in the window matches neither side.	Yes, No, or unset
Has open task	Whether the account still owes someone a task. Yes matches accounts with at least one task that is not completed; No matches accounts with no such task, which deliberately includes accounts that never had one - the question this answers is “who is nobody working”, not “who once had a task”. A task whose status your CRM does not fill in counts as open.	Yes, No, or unset

CRM opportunities field	What it means	Values / options
Number of opportunities	How many opportunities are logged against the account.	Number, from 0
Has open opportunity	Whether any opportunity on the account is still open.	Yes, No, or unset
Total closed-won value	The summed value of the account’s won opportunities.	Number (can be negative, since CRMs store credits and corrections as negative deal values)
Opportunity status	Whether one opportunity is open, won, or lost, as your CRM words it.	The statuses present in your own CRM data
Opportunity stage	The pipeline stage of one opportunity.	The stages present in your own CRM data
Opportunity amount	The value of one opportunity.	Number
Opportunity currency	The currency of one opportunity.	The currencies present in your own CRM data
Opportunity close date	The expected close date of one opportunity.	Date
Opportunity name	The opportunity’s name.	Text
Opportunity created at	When the opportunity was created in your CRM.	Date

Four things are worth knowing before you build with these:

The option lists come from your own CRM. Activity types, statuses, outcomes, owners, opportunity stages, statuses, and currencies are whatever your CRM actually stores, discovered from your synced records rather than from a fixed list, so two workspaces on different CRMs see different choices. An owner is only offered when the CRM still has a name for them, so activities owned by a deactivated CRM user are not in that dropdown.
An account’s history includes its people’s. These conditions count and match activities and opportunities linked to the account directly and those linked through any of its contacts, treated as one history, so “accounts with a meeting logged in the last month” finds the account whose meeting sits on a contact. A record reachable both ways is only counted once.
There is no count or “none of these” selector. The CRM activities and CRM opportunities groups match an account when at least one of its records satisfies the condition, and that is the only shape the builder offers: you cannot ask for “at least three matching activities” or “no activity matching all of these” here. A saved view carrying such a condition can be created for you by Eva and evaluates correctly when opened, but the builder shows it as an ordinary “at least one” condition and cannot edit it.
They are not free to scan. Conditions on the subject text, the logged body, or the duration, and any condition asking for a total absence across a large book, read far more of the CRM history than the others. On a workspace with a big synced history those can be slow enough to time out; if a list stops loading after you add one, narrow the list with a cheaper condition first (a vertical, an ICP verdict, an owner) and add the CRM condition on top.

Each condition is judged on its own, so two conditions in the same group can be satisfied by two different activities: Activity type is a call and Activity date is in the last week means the account has a call and an activity last week, not necessarily a call last week. To ask for both of one activity, filter on the more specific field (the per-type Last call date, for instance) rather than stacking two.