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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

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...

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...

July 17, 2024

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...

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...

Using Tags to Organize Your Lists

Using Tags to Organize Your Lists Why append and add tags to lists? Tagging your lists created in CaliberMind is a way to add context and provide more organization to your current Lists. With many Lists created that could accumulate in CaliberMind, it may be easy to forget what your...

December 6, 2023

Identifying Opportunities that are at risk due to low engagement

This article will walk you through the steps needed to create a List of Opportunities that are associated with low engagement accounts. This List can be used to inform Sales of the health of their Opportunities. It can also be used in reports across CaliberMind to help further evaluate these...

What are Lists?

This document discusses 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 a specific title. Within lists, there are...

Importing a List

If you would like to upload a list to identify a segment for reporting or supply backfill data that was historically missing, this article will guide you on how to use the list import tool.