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
Section titled “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. The Score, Updated at, and Name columns are sortable.
| 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 | The account strength score: how strongly the account matches your ideal customer profile. Shown as a colored chip. | 0 to 100. Up to 24 is gray, 25 to 74 is orange, 75 and above is green. Empty if the account has not been scored. |
| Ecosystem | The ecosystem the account is grouped under. A warning marker appears if the ecosystem it was qualified into no longer exists. | Text, or empty |
| Vertical / Key account | The vertical (or key account) the account is grouped under. A warning marker appears if the vertical it was qualified into no longer exists. | Text, or empty |
| Contacts | How many contacts are linked to the account. Shown as a chip. | Number |
| Account plans | How many account plans have been generated for the account. Shown as a chip. | 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. | 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 (for example an import or a connected data source). | 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. The column header is the agent’s own name. | 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. The column header is the agent’s own name. | 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.
Filters
Section titled “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 / Key account, 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 / Key account | Filter by vertical or key account. Grouped by ecosystem. | One option per vertical / key account 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 |
| Do not touch | Filter by the Do Not Touch flag. | 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 |
| Owner CRM | Filter by the account owner recorded in your connected CRM. Grouped by CRM. | One option per CRM owner |
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.