Global Data is the central hub of your 
iClosed account, where you'll see every contact that interacted with your scheduler, and the Appointment Setting view is specific section where all leads who didn't book a call will show:
Potential - any lead who left on the form before pressing continue button.
Qualified - leads who have filled out the whole form, pressed the continue button but didn't book a call.
Disqualified - leads who have filled out the form, pressed the continue button but couldn't book a call as they were prevented by event disqualification criteria.
It's also a perfect place for you to analyze the performance of your appointment setters ensuring that only qualified leads are sent to the Sales team (Closers).
About
An Appointment Setter is a professional who schedules consultations between sales staff and prospective clients, qualifying leads and ensuring that the most qualified prospects are being booked with the closing team, helping to turn leads into revenue.
This saves a lot of time for the sales representatives will keep their slots opened for qualified leads only. But, appointment setting section is accessible to all iClosed users, and therefore closers, sales managers or any other team member can also qualify leads and update their contact stage here.
How To Manage Appointment Setting
Follow our best practices to keep your data clean, up to date, and most importantly, to turn these leads into deals.
Claim contact first
This is very important in case you have more than one setter/user - preventing them stepping on each other toes. There are two options to assign setter owner to the contact:
Having setters divide and conquer between themselves (first come, first served) or
For sales manager/admin to assign setter ownership of the contacts to the users
Manually, one by one depending of the lead/setter preferences
Automatically, in bulk assignment to single user
Round-and-robin in bulk assignment between users
Pro tips
Setter owner can be updated at any time, from the lead contact card or by selecting a different setter from the main Global Data page.
Navigate to 
Global Data → Appointment Setting to start:
Manual assignment
Locate Setter owner column on the Appointment Setting section
Click on the box in the row where contact you want to assign is
Select setter from the dropdown
Automatic - in bulk to one user assignment & round-and-robin
Select leads that nobody owns by selecting checkboxes on the left next to the Contact column
Alternatively, you can select top left checkbox next to the Contact column name to select all contacts
Click on the Assign setter owner button on the bottom bar the will show when more than one contact is selected
New assignment window will show where you can select users and assign ownership
In case you select more than one user, iClosed will automatically show round-and-robin assignment option.
After clicking "Assign contacts", setter ownership will be delegated to users.
Pro tips
We provide two different data about claiming contacts:
Setter owner - is the user assigned/responsible for the contact
Set by - is the user who has set (approved) the call to the sales representative, and this information will be sent out via Zapier / Make / Webhook triggers
Additionally, you can bulk update contact stages as well, by using the same approach for selecting multiple contacts, and clicking on the Contact Stage button and then selecting any of the stages that is not Approved.
The reason we're not allowing Approved in-bulk assignment as this stage is tied to the call booking action.
Setting an appointment and assigning Contact Stage
Standard contacting process is calling leads one by one. We currently do not provide direct calling feature in iClosed (it will be included with one of the upcoming releases), your setters can use any browser extension click to call tools.
Learn more on how to make phone calls from iClosed here.
While the setter is on the call with the lead, he can immediately book an appointment directly from the Appointment setting section, without opening actual scheduling link or filling out the form on website, which prevents messing up your tracking data.
Here's how:
Click on Contact Stage on the right - by default, all new leads will be assigned to New lead stage
Select Approve stage which is tied to booking action by default
After clicking on Approve, scheduling widget will show with following options:
Select event - you can create specific event which setters will select for approved leads to track your data easier
Call assignment options - Round and Robin (all hosts) or Select manually (specific host)
Last step is to book a meeting
Add all necessary information on the form to the closers
Select time and date of the call as per lead preference - this is why the best practice is to do this while you're on the call with the lead
Here's a quick video tutorial:
Once the contact is Approved (Call booked), the lead will be removed from the view, leaving only contacts that were not turned into calls.
If the contact is not qualified or wish to not schedule another call with the sales team you can select "Rejected" or any other Contact Stage that you've created as an Appointment Setting outcome.
Learn more about Contact Stages here.
Pro tips
Use filters in the appointment setting view
search for leads that filled the form with specific answers and
follow the steps above.
This will help you make easier decisions when allocating right leads to the right setters
Switch to the Calls view
filter by the appointment setter and
review the call outcomes added by your sales team for each setter
This gives you a clear overview of setter performance, helping you measure effectiveness and identify training opportunities to boost your appointment setter team’s success rate