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.
Funktion for funktion
Calisto Segments ved siden af Teamleader Focus
- 8 I begge
| 8 funktioner | Calisto Segments | Teamleader Focus |
|---|---|---|
| Lists | ||
| Contact SegmentsCalisto: a list can hold people, chosen when the list is made.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Criteria | ||
| All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Tag CriteriaCalisto: a rule matches who has, or does not have, a tag.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Custom Field CriteriaCalisto: each of the business's custom fields is a rule, compared by its own type.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| 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).Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Data | ||
| Export a SegmentCalisto: any list, built-in ones included, exports everyone on it now as a CSV.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
Hvad der bevæger sig
Flyt dine data fra Teamleader Focus
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra Teamleader Focus og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Enhver regneark, du eksporterer fra Teamleader Focus, kan kortlægges på Calisto, kolonne for kolonne.
Moving from Teamleader Focus
Questions about switching
Do my Teamleader Focus lists come over?
Not as lists. People come in with Import: a CSV into a static list puts everyone in it on the list, and the same import is in Deals. A smart list is rebuilt from its rules, or described in a sentence, and fills itself.
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).
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