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Creating Company Lists using SQL

Why create an Company list using SQL? Step-by-Step Instructions Navigate to the lists tab of CaliberMind.Click on the green circle button Fill in the Create List Dialog box The SQL editor will open (Write the desired statements, test your query, and save within this section.) Sample query to get you...

August 10, 2026

Downloading a List – Step-by-Step Instructions

This document lists how to download a list in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title....

February 25, 2026

Creating a List Using the List Builder – Step-by-Step Instructions

This document covers topics related to Creating a List Using the List Builder in CaliberMind including: Downloadable Step-by-Step Instructions - Creating a List, Clickable Step-by-Step Instructions, Standard or Custom Lists, Data Types: Company, Campaign, or Person, Refresh Types: Dynamic or Static, How to Use Lists for Reporting

March 31, 2025

Use Case Videos – Creating a List Using the List Builder

This document includes video case studies related to Creating a List Using the List Builder in CaliberMind including: Building a Company List, Building a Campaign List, and Building a Person List.

March 14, 2025

Creating Company Lists in List Builder

Why create an account list? Account lists allow marketing managers and business analysts to filter reports by a set of company_ids. If you utilize a BI Platform you can use your credentials to direct…

January 28, 2025

Downloading a List – Step-by-Step Instructions

This document lists how to download a list in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title....

August 28, 2024

Using Campaign Lists in Dashboards

Why use campaign lists in dashboards? The Chief Revenue Officer wants to see how tradeshow marketing campaigns have continued to influence customers past the event. Your Marketing Manager would like to view newsletter campaign performance on current opportunities. Your Data Scientist has written a query to select only Campaigns initiated...

July 26, 2024

Using Company Lists in Dashboards

Why Use Company Lists in Dashboards? Your Marketing Manager would like to view attribution from Companies touched by the advertising agency. Your data analyst has crafted a query to select only Companies from trade show interactions. The Revenue Manager wants to see the attribution report with only prospects from the...

Account List Upload – File Requirements

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. When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of accounts...

July 17, 2024

People List Upload – File Requirements

People lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of people. When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of people...

Campaign List Upload – File Requirements

Common use cases for a campaign file upload include: Campaigns started/stopped in a particular date range Pulling Campaigns from a particular platform (i.e. Hubspot) Filtering for campaigns with a specific subset of criteria that exists outside of the standard filters (i.e. from a custom field) File Requirements Files must be...

List Builder – Start Here!

This document is a starter document introducing the concept of Lists in CaliberMind. Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with...