Within Teamwork CRM, you can view, edit, and filter all of the companies on your site.
To view companies, select People from the navigation menu and choose Companies from the dropdown.
Existing companies will be displayed in a list view with a total company count at the top.
There are also options to:
- Add a company
- Filter the list of companies
- Manage the displayed columns
The company name will be included in the available columns by default, with further options available when managing columns.
To view a company, select the company name. This will open the company’s profile view.
Sorting by column
You can quickly sort by column in the Companies list view by clicking the column title. This will order the list alphabetically based on the selected column. Click the title again to reverse the order.
For more information, see: Viewing and Editing a Company