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.
기능별 기능
Calisto Segments 옆에 Teamleader Focus
- 5 양쪽 모두에서
- 3 오직 Teamleader Focus 에서만
| 8 기능 | Calisto Segments | Teamleader Focus |
|---|---|---|
| Lists | ||
| Contact SegmentsCalisto: a list can hold people, chosen when the list is made.2026년 11월 1일 확인됨출처 | 예 | 예 |
| 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.2026년 11월 1일 확인됨출처 | 예 | 예 |
| Criteria | ||
| All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.2026년 11월 1일 확인됨출처 | 예 | 예 |
| Tag CriteriaTeamleader Focus segments contacts and companies by the tags on their records.2026년 11월 1일 확인됨출처 | 아니요 | 예 |
| Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.2026년 11월 1일 확인됨출처 | 예 | 예 |
| Custom Field CriteriaTeamleader Focus segments contacts and companies on the business's own custom fields.2026년 11월 1일 확인됨출처 | 아니요 | 예 |
| 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).2026년 11월 1일 확인됨출처 | 예 | 예 |
| Data | ||
| Export a SegmentTeamleader Focus exports the contacts or companies in a segment to Excel with the columns you choose.2026년 11월 1일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
Teamleader Focus 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
Teamleader Focus 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
Teamleader Focus 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.
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).
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.