Companies — Manage, Filter, and Personalize Company Data

The Companies feature in graph8 helps you find, organize, and act on target accounts. You can use filters and columns to focus your research. Take bulk actions for outreach preparation. Plus, can create company-specific personalisation at scale.

Quick overview

• Filters: Narrow companies by location, industry, size, revenue, intent, and more.

• Columns: Select which company fields to display, rearrange them, and autosize or pin key columns.

• Actions: Save companies to lists, export, or run bulk edits.

Step-by-Step Guide

1. Open Companies

• From the left navigation, click Companies.

• The Companies table and filter panel will appear. Use Filters and Saved Filters on the left to build queries.

2. Apply filters

Filters let you limit results to companies that match your target profile.Here are some of the top common filters mostly used:

• Location / HQ: Country, state, or city.

• Industry: Sector or vertical (e.g., SaaS, healthcare).

• Revenue: Revenue ranges according to target company size.

• Number of Employees: Headcount ranges for organisational size.

• Intent Topics / Intent Search: Companies showing interest in topics or keywords related to your offering.

• Contact Details: Presence of verified contacts, phone numbers, or social handles.

How to use

1. Click Filters.

2. Expand a filter group, choose values, and click Apply (or Run Search).

3. Combine filters to narrow results (for example, Industry + Revenue + Intent Topic).

Tip: Start with wider filters to check results, then use more specific criteria to narrow them down.

3. Customize columns and table view

Control what information you see and how it’s arranged.

Show or hide columns

1. Click Columns on the Companies page.

2. Check/uncheck fields to show or hide them (Company Name, Website, Revenue, Employees, Recent News, etc.).

3. Click Apply to update the table.

Search for a column

• Use the column search box to quickly find a specific field to add.

Reorder, pin, autosize

• Drag column headers to reorder them.

• Use the column menu (three dots) to Pin Column, Autosize This Column, or Autosize All Columns.

• Use Sort Ascending / Descending from the column menu to order results.

4. Perform actions on companies

Act on one or more companies from the table.

1. Select companies with the checkboxes.

2. Use the action bar to:

   • Add to List: Save selected companies to a list for campaigns or segmentation.

   • Export: Download records (subject to plan limits).

   • Edit / Bulk Update: Change a field value for multiple companies.

3. Confirm the action in the dialogue.

Note: Some actions depend on your account permissions or plan limits. Contact an admin or support if a function is unavailable.

Best practices

• Test first: Run 10–20 companies to confirm the output before scaling.

• Use verified data: Filter for companies with up-to-date enrichment when generating outreach content.

• Protect existing relationships: Always exclude “Current Customers” or “Do Not Contact” lists from filters before bulk actions.

• Save useful views: Store filter and column combinations for regular tasks.

Troubleshooting

• No results found: Try broadening your filters. Check Max Results and make sure exclusion lists aren't blocking any results.

• Bulk action may be limited or disabled. Check your role permissions and plan limits, or reach out to support.

• If you face slow processing: Break large runs into smaller batches.

Need help?

If you have questions or run into issues:

• Visit the graph8 Knowledge Base for detailed guides and tutorials.

• Use the in-app chat in the bottom-right corner of any graph8 page to talk with our support team.

• Or email us directly at support@graph8.com.