This article is about Deal columns available, and data available within, how you can manage which to show on your screen, sort the order of appearance from left to right, so you could set up default views that will benefit you the most.
Quick reminder before we start. The main columns are predefined, based on the tab you’re currently on, in 
Global Data:
Contacts
Appointment Setting
Calls or
Deals
In 
Global Data → Deals section you'll see all deals related data needed to focus on.
Predefined Calls Columns
Contact
Contact
This is the primary column for all Global Data tabs, and it contains:
Invitees email or phone number
Depending which you've set as primary mandatory field in your Events
Colored dot presenting Contact (Lead) status, that will show while hovering
Contact Card icon
By clicking on it you will be able to access invitees contact card where all summarized information in one place will be about your lead
This is applied to any of the fields within a contact row
Contact column will remain fixed while scrolling from right to left and vice versa, so you can constantly keep an eye on the main contact information when looking at data.
First Name / Last Name
First Name / Last Name
Pretty self explanatory. but let's mention that even though you may have set Form to collect full name, iClosed would break it down to First Name and Last Name for easier tracking and data sorting.
By clicking on First or Last name in the data columns, you will be able to access Contact Card as well.
Sale Date
Sale Date
The date when sale occurred.
Contact Creation Date
Contact Creation Date
Creation date is the date when the lead interacted first time with your scheduler, meaning it's the date when contact has been created in 
Global Data.
Product Name
Product Name
Refers to a product or services sold. Product name should reflect the name of the products you've set in your payment processor, from which you will be able to pull transactions (payments) into iClosed (Learn more about Stripe integration. Alternatively you can connect any payment processor with the help of Zapier or Make).
Pro tips
Products can be added manually after every Sale outcome set or Deals from Contact Cards, but it's highly recommendable to add all of them all in
Tracking → Products to keep your data clean and consistent, and for your sales people to use (select) when adding Sale outcomes.
Product Tag
Product Tag
Tag created from your Product setup, that combines Product name with the Product currency, so you can see both name and currency in one. Screenshot from
Tracking → Products:
Screenshot from 
Global Data → Deals:
Sale Value
Sale Value
Last sales value, added to lead
Phone Number
Phone Number
Pretty important piece of information for you to collect no matter if you're hosting calls on Google Meet/Zoom or doing phone calls.
An Invitee can interact with your scheduler more than once, by using different emails, or even names, as long as the phone number remains the same, all data will be tracked and stored under one Contact.
Initial Status
Initial Status
Initial status is the status contact had when it was added to 
Global Data:
Example
If someone was disqualified due to an answer, we add such leads and assign a disqualified status to them, so the current and initial status will be Disqualified.
But if later an Appointment Setter books a call with the contact and the status changes to Strategy Call Booked, the initial status will remain Disqualified, as leads primary status caught by scheduler.
Here's another example. This lead was disqualified at first, because of the Disqualification criteria set in Event, but our Appointment setter reached out to the lead accordingly, and Qualified it.
Important Notes
Every contact that has interacted with your scheduler has been added as potential in Global Data but we don't mark additional status right away.
The app checks several times during the day for updates in status, and if lead status didn't change, it will remain in Initial Status marked as Potential until the next check.
Country
Country
Country is defined as phone number country code, pulled out from Invitees phone number filled out in your scheduler or IP address in case you're not requiring phone number on your form.
Pretty important piece of information if your sales efforts are focused around regions.
Transaction Type
Transaction Type
Refers to transaction type selected from Sale outcome, after successful sale. It can be:
Won → One time sales
Recurring → ongoing sales that occur periodically
Deposit → a sum paid as a first instalment on the purchase of something or as the balance being paid later
But, it has an extra option, to mark a deal as recurring or to unmark it as recurring.
IF Recurring is turned on, tag will show = Recurring, with recurring icon in green
IF recurring is turned off, tag will show = Won, with recurring icon grayed out
Current Status
Current Status
Refers to the prospect current Lead status, which is presented by the status tag, each in their respective colors:
Discovery call booked → Filled out the form and booked a Discovery call
Strategy call booked → Filled the form and booked a Strategy call
Potential → Filled out form partially, and dropped off on primary questions (phone or email and name, which we're saving for you as potential to follow up with
Qualified → Filled the form, but dropped off on second form page and didn't book a call.
Disqualified → Disqualified based on disqualification criteria set in your Event setup
You will be able to change the statuses by clicking on the drop down menu for a specific lead.
Total Income
Total Income
It will show aggregated total income generated from the Contact (Lead).
Event
Event
Referring to Event Types, that may be either Discovery or Strategy Call Events.
Discovery Calls are available with Business and Enterprise subscription plans only. See full pricing breakdown of all features and prices here.
You'll be able to see:
Event Type icons
Purple for Discovery Calls
Blue for Strategy Calls
Internal Color tags defined in Event Details
Event Name
In case a lead scheduled calls for more than one Event, blue circle will appear next to the first scheduled event, with "+" and a "number" of other Events the lead is participating.
You will also be able to preview those Events by hovering over the circle and even taking an external link to the scheduler.
Closer Owner
Closer Owner
By definition, it's a Sales representative (Closer) assigned to a strategy call, responsible for turning a lead into customer (closing a deal).
iClosed setup wise, Closers would be all users that:
That are hosting Strategy call events (Startup plans have strategy calls by default)
Owning a Lead in the Qualified stage
If a Lead scheduled a Strategy call before going into pre-qualification stage (Discovery call event), Current Setter Owner will not show any data.
Setter Owner
Setter Owner
By definition, an Appointment Setter is a professional responsible for hosting Discovery calls and taking initial screening of the prospect, ensuring that only qualified leads are sent to the Sales team (Closers).
iClosed setup wise, Setters would be all users that:
Are assigned to Discovery call events
Owning a Lead in Pre-qualification stage
Available to users with Business or Enterprise plans only
If a Lead scheduled a Strategy Calls before going into pre-qualification stage (Discovery call event), Current Setter Owner show as unassigned.
Once you're on Appointment Settings main view, check the column on the right next to Setting Outcome column, and assign Setter by choosing hosts/users from the drop down menu.
Custom Contact Fields (Columns)
Custom Contact fields are iClosed feature that helps you create mini to-do checklists for yourself or your team members, or for any additional information you need to have about the lead on the file, while avoiding to oversaturate scheduler form, and more importantly get them overwhelmed on the entry.
Pro tips
In order to set up custom Contact fields navigate to 
Tracking → Custom Fields → Contacts tab.
Alternative way is to click on "Add column" on far right of the 
Global Data → Contacts page, but we highly recommend doing it from the Tracking menu, where you can see all already created fields, which will help you avoid creating duplicates.
Check out our articles that explain everything about Tracking feature and Creating custom Contact fields.
Custom fields are available with Business and Enterprise subscription plans.
Available Custom Contact Field formats
Available Custom Contact Field formats
Short text
Perfect for short internal comments or comments about the lead
Long text
Excellent for internal feedback from Sales Manger to team members, on how to improve, which tactics to apply on the upcoming call, and vice versa, etc...
Checkbox
Very convenient for internal to do lists or lists of takeaways host cross-checked about the lead
Radio button
allows the user to choose only one of a predefined set of mutually exclusive options.
Date and time
Good for collecting personal data about leads/customers, such as birthdays and anniversaries
Number
Excellent options for placing data in Number format, such as how much a lead spends similar products, etc...
User
Can have multiple selection.
Perfect for assigning and reassigning Users / Hosts for Appointment Setter to know who would be the best Closer for the specific Lead
Including Custom Contact field columns to Global Data view
Including Custom Contact field columns to Global Data view
Once you've created a custom field, you will be able to include column data to the
Global Data → Deals section by clicking on the "Columns" button and scrolling down bellow predefined Contact Fields.
Select the custom field, and keep creating new Global data views.
Custom Event Fields (Columns)
Event Custom Fields allow you to tailor event forms that visitors need to fill out per your specific needs, enhancing your event management capabilities.
Event fields are all custom questions you've ever created for your Events, when you were building Events or created in 
Tracking → Event fields.
Pro tips
We highly recommend creating all Event custom fields in 
Tracking menu, where you can see already created fields, which will help you avoid creating duplicates.
Check out our articles that explain everything in detail about Tracking and Creating Event Custom fields.
Available Custom Event Field formats
Available Custom Event Field formats
Short text
Perfect for brief responses, such as job titles
Long text
Excellent for for detailed inputs like project descriptions
Checkbox
for multiple selections if needed, such as services of interest.
Radio button
allows the user to choose only one of a predefined set of mutually exclusive options. Good for for single-choice queries, such as selecting company size → “10-50 employees”
Date and time
for capturing specific dates and times (e.g. when was the last time you've used certain product type)
Number
Good for numeric inputs such as years of experience or team sizes
Including Custom Event field columns to Global Data view
Including Custom Event field columns to Global Data view
Once you've created a Event custom field, you will be able to include column data to the
Global Data → Deals view by clicking on the "Columns" button and scrolling down bellow predefined Contact Fields and Custom Contact fields.
Select the custom field, and keep creating new Global data views.
Learn more