SWITCH FROM TEAMLEADER FOCUS
Teamleader Focus to Calisto Segments
Keep lists of people or companies by hand or by criteria, find who is staying, booking or buying now, and use the same lists in Deals, Campaigns and Automations.
ميزة تلو ميزة
Calisto Segments بجانب Teamleader Focus
- 5 في كلا الحالتين
- 3 فقط في Teamleader Focus
| ٨ ميزة | Calisto Segments | Teamleader Focus |
|---|---|---|
| Lists | ||
| Contact SegmentsCalisto: a list can hold people, chosen when the list is made.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | نعم | نعم |
| Company SegmentsCalisto: a list can hold companies, matched on name, industry, city, website, email, phone, whether it has an owner, created date, or being a vendor or contractor.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | نعم | نعم |
| Criteria | ||
| All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | نعم | نعم |
| Tag CriteriaTeamleader Focus segments contacts and companies by the tags on their records.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | لا | نعم |
| Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | نعم | نعم |
| Custom Field CriteriaTeamleader Focus segments contacts and companies on the business's own custom fields.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | لا | نعم |
| Use | ||
| Segments as a Campaign AudienceCalisto: a list is the audience of a send, and only people who agreed to marketing are sent to (with Campaigns).تم التحقق ١ نوفمبر ٢٠٢٦المصدر | نعم | نعم |
| Data | ||
| Export a SegmentTeamleader Focus exports the contacts or companies in a segment to Excel with the columns you choose.تم التحقق ١ نوفمبر ٢٠٢٦المصدر | لا | نعم |
ما يتحرك
جلب بياناتك من Teamleader Focus
تُقرأ بياناتك في متصفحك الخاص وتُرسل إلى حسابك في Calisto. لا يرى Calisto أبداً كلمة المرور الخاصة بك للنظام القديم.
من ملف تصدير
قم بتصدير بياناتك من Teamleader Focus وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
أي جدول بيانات تصديره من Teamleader Focus يمكن مطابقته على Calisto، عمودًا بعمود.
Moving from Teamleader Focus
Questions about switching
Do my Teamleader Focus lists come over?
No. Segments has no import of another tool's lists. People come into Calisto through Deals' import; a smart list is rebuilt from its criteria and fills itself, and a static list is filled by adding people or companies to it.
Can a list hold companies?
Yes. Each list holds one kind, chosen when it is made: people or companies. A company list's audience is the people filed at its companies.
Does a smart list need refreshing?
No. Its criteria are answered again every time the list is opened, and the builder shows a live count of who matches while you set them.
Who receives a campaign sent to a list?
Only the people on it who agreed to marketing (with Campaigns). The same list can also be a sequence's audience or start a rule when someone joins or leaves it (with Automations).
المزيد من المعلومات
كل ما تفعله Calisto هنا
الصفحات خلف هذه المقارنة: القطاع، التطبيقات، والدليل.