List Builder

Create an Account List Filter from a File Upload

Account lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of accounts. Here is an overview on general use cas…

Updated 6 months ago by Karolina Veberaite

Keyboard shortcuts

While not everyone can free-code and write SQL, it's common for non-technical ops professionals to learn "enough to be dangerous"! Advanced users is CaliberMind can actually type in or edit queries p…

Updated 6 months ago by Nic Zangre

Creating a List from a Salesforce Campaign

A common use-case for CaliberMind Lists is to see all of the Accounts associated with any members of a campaign. It's very easy to create this list and then deploy it as an optional filter for many o…

Updated 10 months ago by Eric Westerkamp

How to create a list of all Opportunities that have a very low Engagement

Creating a list of contacts is a fundamental task for Marketing and Sales departments. Often marketing and sales not only want to know which accounts are engaged, but also which accounts are NOT enga…

Updated 9 months ago by Chris Dima

People Lists

People lists allow the segmenting of your database into key personas, groups and audiences. Here are some common examples of People Lists that CM users may wish to create: Marketing Executives (based…

Updated 10 months ago by Chris Nixon

Account Lists

Account Lists as special lists in CaliberMind that can be used to filter ABM reports and quickly generate new company-target lists for marketing programs. Here are some common examples of Account Lis…

Updated 10 months ago by Chris Nixon

Create a Campaign List Filter

Campaign lists can be generated from tables and file uploads in CaliberMind to easily filter your reports by groupings of Campaigns. Frequent use cases for campaign list filtering include: Campaigns…

Updated 1 month ago by Karolina Veberaite