Upcoming calls in iClosed refer to scheduled phone calls or meetings that are set to occur in the near future allowing users to track their upcoming appointments. It include details such as the date and time of the call, the participants involved, the duration of the call.
Reschedule a call
Click on dropdown from the listed call which you want to reschedule and then Click "Reschedule"
You can manually select any Closer(host) to whom you want to assign this call in future
OR
You can let Round Robin algorithm to decide the best available closer (host) for this call and the press "Select time" button
You will be directed to the event widget (scheduler) where you can provide the reason for rescheduling, or alternatively, you have the option to skip this step. Select a suitable date & time and the call will be assigned to the new closer (host)
If you wish to prevent closers or hosts from rescheduling an event, you have the option to deactivate this button.
Open your event and go to Event time & limits and deactivate this button
Want to see where the rescheduled call goes?
Select "All closers and Teams from top filter" because call is now assigned to another host
You will be able to see the Call is now having title in green mentioning who reschedules a call?
Cancel a call
2. Click here on the call that you want to cancel
3. Click "Cancel" button
4. Please provide a reason for the cancellation, or you can choose to skip this step. This step is optional and the Click "Confirm" button to cancel call
Interested in observing the canceled call? Curious about its destination?
Click on 'Filter Applied'
Click on event type filter
Select the "Cancelled events"
Click "Apply filter" button
7. You will be able to see the Call is now having title in red mentioning who cancels a call?
Past Calls
Past Calls can be of two types:
A call created from Strategy event is called as Strategy call
Outcome of a Strategy Call
When a call is scheduled from a Strategy event and has already occurred (i.e., it is in the past), Users have the option to assign an outcome to that call, which can be either "Won" or "No Sale."
Won Outcome:
Selecting the "Won" outcome allows the closer to specify objections that were successfully overcome during the call.
Objection Types: When adding a "Won" outcome, closers can specify objections that were overcome. These objections may include:
Money: Indicating financial constraints on the part of the lead.
Logistic: Referring to logistical challenges that need to be resolved.
Partner: Signifying the need for consultation with a partner or decision-maker.
Fear: Addressing concerns or doubts about the effectiveness of the solution.
Smoke Screen: Identifying distractions or excuses raised by the lead.
No Objection: Denoting that no objections were raised during the call.
No Sale Outcome
When marking a call as "No Sale," users have the option to choose from predefined reasons for the outcome. Here's how it works:
Reasons for No Sale Outcome:
Users can select from the following predefined reasons when marking a call as "No Sale":
Follow Up Scheduled: Indicates that the lead expressed interest in a follow-up and requested to schedule another call.
Unqualified: Denotes that the contact was deemed weak or not suitable for further engagement based on qualification criteria.
No Show: Indicates that the lead did not attend the scheduled call as expected.
Contact Cancelled: Indicates that the contact initiated the cancellation of the call.
Admin Cancelled: Indicates that the call was cancelled on the organization's side, possibly due to scheduling conflicts or other administrative reasons.
A call created from Discovery event is called as Discovery call
Outcome of a Discovery Call
When a call is scheduled from a Discovery event, and the call has already taken place (i.e., it is in the past). Users can add an outcome to that call. The outcome can be either "Approved" or "Rejected."
Approve Outcome:
Selecting the "Approved" outcome triggers the opening of a call booking widget. This widget enables users to schedule a Strategy call with a closer.
Reject Outcome:
When marking a call as "Rejected," users can choose from the following reasons:
No show: When the lead did not attend the scheduled call.
Not Interested: Denoting various reasons for lack of interest, including Silent Decline, Unspoken Choice, or explicit disinterest.
Bad fit: Indicating that the lead is not a suitable match for the organization's offerings.
Others: Users can specify additional reasons in the "Notes" section if necessary.
How to edit an outcome?
Edit Outcome
2. Click the dropdown button of the Call for which you want to update or edit the outcome
3. Click this "edit outcome" icon .
Apply Filters on Scheduled Calls
This guide provides step-by-step instructions on how to apply advanced filters on scheduled calls. By following these steps, users can filter scheduled calls based on events, event types, invitee emails, and UTM parameters. The guide also includes information on how to reset applied filters.
You can apply Filter on:
Events
Event Type (Scheduled, Cancelled & Rescheduled calls)
Invitee Email (also known as lead/contact)
UTM's (if exists)
You can also also Reset the applied filters on scheduled calls. Click "Reset filters"
Global Filter
You can select "All Closers & Teams" to see the data of all scheduled calls in your organization
OR
You can select the particular closer to see the scheduled calls related to him
Navigate to and then go to "Upcoming" tab for rescheduling a call
Navigate to
1. Navigate to Click "Scheduled Events" and then go to "Upcoming tabs for cancelling a call
Past calls in are records of phone calls or meetings that have already taken place. These records typically include details such as the date and time of the call, the participants involved, the duration of the call, and any notes or outcomes from the conversation.
1. Strategy Call from
Go to -> Past calls and open the drop down of a strategy call for which you want to add the outcome and click on "Add Outcome":
2. Discovery Call from
Go to -> Past calls and open the drop down of a discovery call for which you want to add the outcome and click on "Add Outcome":
1. Navigate to & Click "Past"
Navigate to Click "Filter Applied"
If you want to see the calls of your team or a particular closer. Navigate to and Click this dropdown
