Calisto Segments

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.

Fonctionnalité par fonctionnalité

Calisto Segments à côté de Teamleader Focus

  • 5 Dans les deux
  • 3 Uniquement dans Teamleader Focus
Calisto Segments à côté de Teamleader Focus, fonction par fonction
8 fonctionnalitésCalisto SegmentsTeamleader Focus
Lists
Contact SegmentsCalisto: a list can hold people, chosen when the list is made.Vérifié le 1 nov. 2026SourceOuiOui
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.Vérifié le 1 nov. 2026SourceOuiOui
Criteria
All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Vérifié le 1 nov. 2026SourceOuiOui
Tag CriteriaTeamleader Focus segments contacts and companies by the tags on their records.Vérifié le 1 nov. 2026SourceNonOui
Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.Vérifié le 1 nov. 2026SourceOuiOui
Custom Field CriteriaTeamleader Focus segments contacts and companies on the business's own custom fields.Vérifié le 1 nov. 2026SourceNonOui
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).Vérifié le 1 nov. 2026SourceOuiOui
Data
Export a SegmentTeamleader Focus exports the contacts or companies in a segment to Excel with the columns you choose.Vérifié le 1 nov. 2026SourceNonOui

Ce qui bouge

Importez vos données depuis Teamleader Focus

Vos données sont lues dans votre propre navigateur et envoyées à votre compte Calisto. Calisto ne voit jamais votre identifiant de connexion pour l'ancien système.

À partir d'un fichier d'exportation

Exportez vos données depuis Teamleader Focus et déposez le fichier. Il est lu dans votre navigateur et mappé sur Calisto.

N'importe quel tableau Excel que vous exportez depuis Teamleader Focus peut être mappé sur Calisto, colonne par colonne.

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).

En savoir plus

Tout ce que Calisto fait ici

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