The Companies tab inside your Seller Dashboard is your centralized hub for managing every organization you work with, including Leads, Accounts, and Agencies. This tab is pre-filtered to your book of business and brings together all company records in one searchable, sortable, filterable list.
Whether you're prospecting a new business, managing high-billing clients, or coordinating with agencies, this tab keeps everything organized and accessible.
At ShareBuilders, we believe that focus drives results. Managing your pipeline starts with clearly understanding who you're responsible for.
The Companies tab supports this by:
Helping Sellers stay organized across all stages of engagement from early Leads to strategic Accounts
Making it easy to spot lapsed, open, or underutilized accounts
Supporting managers with visibility into account prioritization and seller activity, making 1:1s more strategic and less administrative.
Search, Sort, and Filter
Use the search bar to quickly locate a company by name
Sort columns (e.g. account type, billing status, last activity)
Apply filters to narrow by account category (Key, Secondary, Target, Extra, Open), business unit, or activity
Understand Company Types
You’ll see three types of organizations in this tab:
Leads – Early-stage prospects not yet qualified. Used for research, outreach, and prospecting.
Accounts – Qualified organizations you're actively working. These contain CRM activity, contacts, and financial data.
Agencies – Third parties (ad agencies, marketing firms, etc.) that represent or influence multiple client accounts
Access More with One Click
Click on any company name to open the full company profile
View contact info, sales history, pending opportunities, and past activities
Add notes, assign contacts, and create new opportunities directly from the company page
