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.

Funzione per funzione

Calisto Segments accanto a Teamleader Focus

  • 5 In entrambi
  • 3 Solo in Teamleader Focus
Calisto Segments accanto a Teamleader Focus, funzionalità per funzionalità
8 funzionalitàCalisto SegmentsTeamleader Focus
Lists
Contact SegmentsCalisto: a list can hold people, chosen when the list is made.Controllato 1 nov 2026FonteSìSì
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.Controllato 1 nov 2026FonteSìSì
Criteria
All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Controllato 1 nov 2026FonteSìSì
Tag CriteriaTeamleader Focus segments contacts and companies by the tags on their records.Controllato 1 nov 2026FonteNoSì
Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.Controllato 1 nov 2026FonteSìSì
Custom Field CriteriaTeamleader Focus segments contacts and companies on the business's own custom fields.Controllato 1 nov 2026FonteNoSì
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).Controllato 1 nov 2026FonteSìSì
Data
Export a SegmentTeamleader Focus exports the contacts or companies in a segment to Excel with the columns you choose.Controllato 1 nov 2026FonteNoSì

Cosa si muove

Portando i tuoi dati da Teamleader Focus

I tuoi dati vengono letti nel tuo browser e inviati al tuo account Calisto. Calisto non vede mai il tuo accesso per il vecchio sistema.

Da un file di esportazione

Esporta i tuoi dati da Teamleader Focus e scarica il file. Viene letto nel tuo browser e mappato su Calisto.

Qualsiasi foglio di calcolo che esporti da Teamleader Focus può essere mappato su Calisto, colonna per colonna.

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).

Scopri di più

Tutto ciò che Calisto fa qui

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