Organizing Your Company Database

Learn how to customize, filter, and sort your company records in Spott for effortless organization.

The Companies view in Spott is fully customizable, giving you control over what information you see, how it’s displayed, and how it’s organized. This helps you keep your database clean, relevant, and easy to work with.

Customizing columns

Your client list is displayed in a table format, with each column representing an attribute such as Name, Stage, Contacts, Size, Industry, Domain, or Description. You can:

• Add Columns for attributes that are important to your workflow

  • Hit View Settings in the top right corner

  • Click Add Column

  • Select an existing attributes you want to add to the view

• Hide columns you don’t need at the moment. For that:

  • Hit View Settings in the top right corner

  • Click on the 3 dots next to the column you want to hide

  • Remove

• Reorder columns by dragging them left or right

This flexibility lets you tailor the view for your exact needs.

Filtering your data

Filters are grouped into two main categories:

1. Company filters

• Company Name / Description – Search for matching keywords

• Contact – Narrow results to clients linked to specific contacts

• Created At – Find clients created within a certain time frame

• Domain – Filter by company website

• Industry – Focus on companies in a specific sector

• Location – Find clients within a radius of a specific location

• Next Task Due At – Filter based on upcoming tasks or follow-ups

• Size – Filter based on the number of Employees

• Stage – Track if a client is a Lead, Prospect, or another stage

Use these filters to quickly find the clients that matter most for your current task.

2. Custom Attributes

Filter Jobs using Attributes you have created yourself from the Settings

Sorting your records

Sorting allows you to order your list based on key attributes such as:

• Created At, newest or oldest first

• Modified At

• Company Name

• Domain

• Next Task Due At

• Sector

• Relationship Strength, based on past interactions

Sorting is especially useful for prioritizing follow-ups or reviewing recent activity.