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.

Feature by feature

Calisto Segments bredvid Teamleader Focus

  • 8 I båda
Calisto Segments bredvid Teamleader Focus, funktion för funktion
8 funktionerCalisto SegmentsTeamleader Focus
Lists
Contact SegmentsCalisto: a list can hold people, chosen when the list is made.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
Criteria
All or Any RulesCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Kontrollerat 1 nov. 2026KällaJaJa
Tag CriteriaCalisto: a rule matches who has, or does not have, a tag.Kontrollerat 1 nov. 2026KällaJaJa
Contacts by Their CompanyCalisto: a company list's audience is the people filed at its companies.Kontrollerat 1 nov. 2026KällaJaJa
Custom Field CriteriaCalisto: each of the business's custom fields is a rule, compared by its own type.Kontrollerat 1 nov. 2026KällaJaJa
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).Kontrollerat 1 nov. 2026KällaJaJa
Data
Export a SegmentCalisto: any list, built-in ones included, exports everyone on it now as a CSV.Kontrollerat 1 nov. 2026KällaJaJa

Vad som rör sig

Flyttar dina data från Teamleader Focus

Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.

Från en exportfil

Exportera dina data från Teamleader Focus och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.

Alla kalkylblad du exporterar från Teamleader Focus kan mappas över i Calisto, kolumn för kolumn.

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).

Lär dig mer

Allt Calisto gör här

Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.