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Introduction to Tracking
Introduction to Tracking

Overview of the iClosed Tracking features and pages

Updated over 2 months ago

The Tracking menu is an additional settings menu for your scheduler, that corelates with Global Data and AI Scheduler as a whole.

Tracking helps you to keep your data clean, which is super-important for the precision of the account analytics. As the end result, you'll be better in decision making, measuring team success precisely, and identifying loose ends in the sales process. In this menu, you will be able to create and manage:

  • Custom Fields

    • Contact custom fields

    • Event custom fields (Invitee Questions)

  • Products

    • Creating Deal Products

  • Blocking Email and IP addresses

    • To prevent spam or unwanted leads

Tracking features are available with Business/Enterprise subscription plans.

Even though Startup plan users are able to create event custom fields from the Event Builder, Products and creating Contact Custom fields from Global Data or Tracking will not be accessible to them.

Tracking is accessible to Super Admin and Sales Manager roles by default.


Custom Fields

Contact Custom Fields

Custom Contact Fields is the 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 to avoid getting them overwhelmed on the entry.

Custom Contact fields are for internal use only, and used in Global Data → all sections, meaning, that every Contact Custom field created will be available for adding as a column there.

Available field formats are:

  • 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

You will be able to create Contact Custom Fields, merge, and edit them.

Learn all about Contact Custom fields here.

Pro tips

Alternatively, Contact Custom fields can be created in Global Data → Contacts section, by clicking on the "Add column" on far right of the page, but we highly recommend doing it from Tracking menu, where you'll have the list of all of your previously created fields.


Invitee Questions Fields

Invitee questions are the form questions that are gonna be displayed on you scheduler form.

Unlike Contact Custom Fields that are for internal use only, Invitee Questions are custom Secondary Questions, that will appear on the scheduler form for lead to fill out, once answers the primary questions (Phone or Email and Name),

Access them via following link: Tracking → Custom Fields → Invitee Questions

Available field formats are:

  • 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

You will be able to create Event Custom Fields (Invitee Questions), merge, and edit them.

Learn all about Invitee Questions Custom fields here.

Pro tips

Alternatively, Event Custom fields (Invitee Questions) can be created in
AI Scheduler > Events (click on any your already created event or click on Create New Event), but we highly recommend doing it from Tracking menu, where you'll have the list of all of your previously created fields.


Products

Overview

Place where you can manage all deal products/services your business is providing.

Tracking → Products keep your sales process organized, and more importantly, help provide better insights of your internal goals and outcomes your sales representatives are achieving.

Learn everything you need to know about Products and Transactions here.

Pro tips

Alternatively, Products can be created on the last Sale outcome step, when you will be able to connect transactions made by lead from your payment processors or enter deal details manually.
But, as for creation of all tracking fields, we highly recommend doing it from
Tracking menu, where you'll have the list of all of your previously created products.


Blocking

Overview

Blocking feature allows you to block spam attacks on your scheduler, which provides you with more control on which leads will be added to Global Data.

Applying blocking on a particular lead's email or IP address will prevent such lead from booking calls, across all created events.

Tracking → Blocking feature provides two options:

  • IP Address

  • Email Address

Learn more about Blocking feature HERE.


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