Getting Started

​New to CaliberMind - Start Here!

New to CaliberMind? Let's get you started! The Knowledge Base has everything you need to get started and become a master of your marketing, sales, and success data. What is CaliberMind?. CaliberMind…

Cathy Funderburg
Updated 5 months ago by Cathy Funderburg

Signing In to CaliberMind

When logging into CaliberMind as a new user, you will be set to the default user role as set by your administrator. Note, that if your default is set to "disabled" then you'll need to be activated by…

Camela Thompson
Updated 3 days ago by Camela Thompson

How to use Dashboards

Dashboards are a collection of reports which allow users to access the information they want quickly How to Use Dashboards. Dashboards are a great way to bundle multiple reports so they can be access…

Andrew Sawusch
Updated 3 days ago by Andrew Sawusch

How do I use CaliberMind's search functionality?

This document outlines the CaliberMind Account, Campaign, People, Opportunity Search Feature.

Camela Thompson
Updated 4 months ago by Camela Thompson

CaliberMind Home Page & Navigation

This document outlines the New Home Page in CaliberMind. To get insights into our customer’s hands as quickly as possible, you'll see top level metrics displayed as soon as you log in.

Camela Thompson
Updated 3 days ago by Camela Thompson

Digital Marketing Terminology

A AB Testing - A common practice used by marketers to test various aspects of an email, landing page, or other aspects of marketing content. “We are doing an A/B test of our home page to determine wh…

Cathy Funderburg
Updated 1 year ago by Cathy Funderburg

How Does CaliberMind Define a "Channel"?

We understand that the word "channel" is pretty loaded. Different platforms define it in different ways. The "Channel" is defined as the UTM Medium associated with a CRM campaign and it's only available in certain circumstances.

Camela Thompson
Updated 5 months ago by Camela Thompson

What Is a CaliberMind Event or Event Table?

What Is a CaliberMind "Event"? The CaliberMind Event table is probably the most central element in all of CaliberMind's data models. To oversimplify, the CaliberMind Event table is a timeline of inte…

Camela Thompson
Updated 3 days ago by Camela Thompson

Account Detail (Search Result) Results

When people search for an account in CaliberMind, they'll be presented with a wealth of information! Check out the article to see a detailed description of each possible option.

Camela Thompson
Updated 4 months ago by Camela Thompson

Opportunity Search Results

Searching for a record in CaliberMind can reveal a ton of details about that record, which makes the detail pages ideal for showing sales all attributable activities associated with a single opportunity.

Camela Thompson
Updated 3 days ago by Camela Thompson

Campaign Detail Search Results

Searching for a Campaign record in CaliberMind can reveal a ton of details about that record, which makes the detail pages ideal for troubleshooting or research.

Camela Thompson
Updated 4 months ago by Camela Thompson

Person Detail Search Result

CaliberMind's person search results provides you with a detailed page of activities, opportunities, and funnel journeys associated with the person in question.

Camela Thompson
Updated 3 days ago by Camela Thompson

Contact