List, board and group-by views

The tabs at the top of Companies give you different ways to look at your accounts.

• Companies: the main list, with activity, people, SDR, CSM, health score and stage columns
• Stages: a board with one column per stage and a card for each company showing its MRR
• People: every contact across your companies

Create a group-by board

1. Select Group By next to the view tabs.
2. Choose a data source.
3. Choose the field to group by, such as status or CSM.
4. Name the board and select Create.

Your new board appears as its own tab, so the whole team can use it.