Why Create a List?

As a CaliberMind customer, you may have discovered some customizations are needed to meet the needs of your end users. The most common use cases we see from our customers involve list uploads. For example:

  • Uploading a list of target accounts for an ABM play
  • Identifying a segment of people based on an enriched list from a vendor
  • Backfilling information that was populated in a spreadsheet

We support the ability to import your own List of Companies, People, Campaigns, and Opportunities. 

How to Import a List

Click on the List icon in the Navigation pane

    Next, click the Upload List icon in the top right

    You will be prompted to name your List. The maximum file size we support is 20 MB and the file must be in a CSV or TSV format. Once you’ve named your list, click Select File. Once you have selected your file, click the OK button to complete the import.

    When your file has been accepted, the screen will refresh and give you the option to verify your record count matches the expected number of rows. To see the record count, click the Test button.

    Next, go to the Details tab. Here, you can rename your List, provide a description, change the List Type, and select if you would like this List to be usable as a filter within Reports.

    You are now ready to use this List within CaliberMind.

    See Also