Create an Index Page for Spiking Companies

Good to know

  • HubSpot Company Index Pages can be saved as a tab for quick access
  • You can create multiple Company Index Pages by adding different filtering and sorting combinations and saving multiple views as tabs
  • Learn more about how to use Index Pages in this HubSpot Knowledge Base article.

 

Who can access

Access to the Sales Insights Account Spike data depends on your RollWorks package:

Your Package Sales Insights Account Spike Data
Standard Advertising Not Included
Advanced Advertising Not Included
Advanced Advertising with Sales Insights Included
ABM Included
ABM with Advanced Advertising Included
Starter (Legacy) Included
Standard (Legacy) Included
Professional (Legacy) Included
Ultimate (Legacy) Included
Free Tier Not Included

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Create an Index Page

In HubSpot when you click on the Company tab in the top navigation menu you will be taken to the Company Index Page.

Screen_Shot_2022-06-28_at_2.58.11_PM.pngHere you can create basic Company Views of your HubSpot Company records. You can add 'Columns' and 'Filters' for Account Spike data to customize it. The result will be a list view of Companies that match the criteria you filtered for and are displayed in the order you prefer by sorting columns. Creating your own Company Index Pages using Sales Insights data is a great way to have quick access to a relevant list of Companies you should prioritize and keep top of mind:

  • Login to HubSpot, click the tab Contacts, and click Companies.

Screen_Shot_2022-06-28_at_2.10.22_PM.png

  • Click Add view.Screen_Shot_2022-06-28_at_2.12.01_PM.png
  • Click Create new view.

Screen_Shot_2022-06-28_at_2.12.41_PM.png

  • Name your view Companies Spiking (RW) and click Save.

Screen_Shot_2022-06-28_at_3.06.31_PM.png

  • A new tab will appear for your new Company List called Companies Spiking (RW).
  • Click Actions and select Edit Columns.Screen_Shot_2022-06-28_at_3.09.15_PM.png
  • Search 'spike' to find the RollWorks Account Spike data available and select the three properties Spike Level, Spike Date, and Last Spike has Matched Contacts and click Apply.Screen_Shot_2022-06-28_at_3.10.50_PM.png
  • Click All Filters, search the word spike and click the Company Property Spike Date.
  • Apply the filter 'Spike Date is known.

Screen_Shot_2022-06-28_at_3.15.00_PM.png

  • Sort by Spike Date to view the most recent Spiking Companies.
  • Don't forget to click Save View.

Screen_Shot_2022-06-28_at_3.20.42_PM.png

You are done! The resulting Company List includes all your HubSpot Company records that have had an Account Spike in the past. You can add more filters and customize this basic Company view as needed.

 

 

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