Company – Buyer Journey Tab
We’re thrilled to announce a major enhancement to our already powerful Company Search functionality! The feature you know and love – tracking your prospects’ and customers’ event timelines – just got even better. What’s New? We’ve elevated the Event Timeline to center stage in your Company Search report, making it more accessible and intuitive than […]
Company or Account Detail – Search 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.
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.
Person Detail – Search Results
CaliberMind’s person search results provides you with a detailed page of activities, opportunities, and funnel journeys associated with the person in question.
Opportunity Detail – 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.
How do I use CaliberMind’s search functionality?
This document outlines the CaliberMind Account, Campaign, People, Opportunity Search Feature.