Global Data is the central hub of your iClosed account, where you'll see all contacts and details about contacts that have interacted with your scheduler.

We've broken it down for you into four sections, all related to your events but with different views, depending on what is needed for you to focus on:

Contacts

Default Global Data home page, where you'll be able to see all of your contacts, and from where you can see all details about their lead stages.

Appointment Setting

Everything a call setter would need in one place, that helps him ensure all important meetings are booked with the sales team.

Calls

Section where you can see all about your calls, including call details.

Deals

The money-screen as we call it, with all details about closed deals.

Additionally, you can access Transactions from this page (if you've connected Stripe with iClosed, or any other payment processor via Zapier or Make)

Each section inside the Global Data comes with different default columns with it's data, for you to easier see relevant data according to the section you're currently on.

But in case you would like combine data that is available inside of different sections, with the section you're on currently, you can do that easily with Global Data - Filters.

Filters - overview

Here's a quick overview of all filters available.
Navigate to Global Data and select any of the sections where you would like to apply Advanced Filters, and click on the "Add filter" button to open Filter menu.

No matter the section you're on, filter button will remain on same position for you to find.

Available Filters

Here's the list of available filters for you to utilize. We'll cover each and every one of them in the next section of this article.

Contacts

general contact related information, such as email, phone number, name, etc..

Appointment Setting

filters that are related to Appointment Setting section, such as current Setter, Claim/Assign date, etc...

Calls

filters related to calls, such as call creation date, call start date, etc...

Deals

filters closely related to Deals section, such as Closer owner, transactions, deals related data.

Events

data closely related to Events, such as event types, event names, location...

Contact Custom Fields

all Custom Contact fields that you've created in Tracking → Custom Fields → Contact fields

Event Custom Fields

all Event Custom questions/fields that you've created in Tracking → Custom Fields → Event fields (Invitee Saved Questions)

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.

Filter Types and Filtering Conditions

Conditions you can use when filtering data depend of the data format.

Example

For example, date data will have IS, BEFORE, AFTER, BETWEEN, while general, textual data will have CONTAIN or DOESN'T CONTAIN.

Same setup is applied to Custom fields. Here's the breakdown of conditions per data formats:

Text

IS → show exactly the same data as entered
Contain → show data that contains entered text
Doesn't contain → exclude everything that contains entered text

Checkbox and Radio buttons

IS → show data as entered/selected
IS NOT → show data opposite to entered/selected

Date

IS → to show data on exact date
IS before → show data before the selected date
IS after → show data after selected date
IS between → to show data in a date range

Time

IS less → Less than number added and selected time unit (minutes or hours)
IS greater → Greater than number added and selected time unit (minutes or hours)
IS equal → Exact as the number added and selected time unit (minutes or hours)

Number

IS less than → Less than the entered number
IS greater than → Greater than the
IS equal to → data exactly the same as the number

User

IS → show data for selected User
IS NOT → show all data, except for the selected User

Each filter type has it's respective icon, so you can understand easier which conditions could be applied to each filter on a glance.

Additional options

Search button on top of Filters helps finding filters you'd like to use easier.

Also, with Smart Views, you will be able to save filtered views, and customize your

Global Data sections, so you don't have to spend time setting up filters over and over again, every day. Learn more about Smart Views.

Filters - details

Contacts

Email

Select condition → Contain, Doesn't contain or IS
Enter email partially or completely depending of the condition selected

Phone Number

Select condition → Contain, Doesn't contain or IS
Enter number partially or completely depending of the condition selected

Name

Select condition → Contain or Doesn't contain
Enter name partially or completely

Initial Contact Status

Select condition → IS or IS NOT
Choose between options available, select one or multiple

Status last modified at

Select condition → IS, IS before, IS after, IS between
Select date (IS, IS before, IS after) or date range if IS between

Last interaction type

Select condition → IS or IS NOT
Choose between options available, select one or multiple

Closer owner

Select condition → IS or IS NOT
Select one or multiple Users from the list

Number of strategy calls booked

Select condition → IS less than, IS greater than or IS equal to
Enter number depending of the condition selected

Number of discovery calls booked

Select condition → IS less than, IS greater than or IS equal to
Enter number depending of the condition selected

Country

Select condition → IS or IS NOT
Choose between options available, select one or multiple

Time zone

Select condition → IS or IS NOT
Choose between options available, select one or multiple

UTM filters

Select condition → IS or IS NOT
Choose between options available, select one or multiple

Available filters are:

UTM Campaign
UTM Source
UTM Medium
UTM Content
UTM Term

Appointment Setting

Current Setter Owner

Select condition → IS or IS NOT
Select one or multiple Users from the list

Claim/Assign status

Select condition → IS or IS NOT
Choose between Claimed/Assigned or Unclaimed/Unassigned

Claim/Assign date

Select condition → IS, IS before, IS after, IS between
Select date (IS, IS before, IS after) or date range if IS between

Setting outcome

Select condition → IS or IS NOT
Select between options Approved, Rejected, Pending

Calls

Call creation date

Select condition → IS, IS before, IS after, IS between
Select date (IS, IS before, IS after) or date range if IS between

Call start date

Select condition → IS, IS before, IS after, IS between
Select date (IS, IS before, IS after) or date range if IS between

Strategy call outcome

Select condition → IS or IS NOT
Choose between options Sale, No Sale, Pending, select one or multiple

Strategy call no sale reason

Select condition → IS or IS NOT
Choose between options available or select one or multiple

Discovery call outcome

Select condition → IS or IS NOT
Choose between options Approved, Rejected, Pending, select one or multiple

Discovery call rejection reasons

Select condition → IS or IS NOT
Choose between options Not Interested, No Show, Bad Fit, or Other, select one or multiple

Closer owner

Select condition → IS or IS NOT
Select one or multiple Users from the list

Deals

Product

Select condition → IS, only available
Choose between options available, select one or multiple

Transaction type

Select condition → IS or IS NOT
Choose between options One time, Deposit or Recurring, select one or multiple

Income

Select condition → IS less than, IS greater than or IS equal to
Enter number depending of the condition selected

Sales

Select condition → IS less than, IS greater than or IS equal to
Enter number depending of the condition selected

Sale date

Select condition → IS, IS before, IS after, IS between
Select date (IS, IS before, IS after) or date range if IS between

Closer owner

Select condition → IS or IS NOT
Select one or multiple Users from the list

Deals source

Select condition → IS or IS NOT
Choose between options Stripe, Zapier, Make or Manually added deals, select one or multiple

Events

Event Type

Select condition → IS or IS NOT
Choose between options Strategy or Discovery, select one or both

Event

Select condition → IS or IS NOT
Choose between Events created available, select one or multiple (if there's more than one created)

Location

Select condition → IS or IS NOT
Choose between Phone call, Google Meet or Zoom, select one or multiple

Duration

Select condition → IS less than, IS greater than or IS equal to
Enter number depending of the condition selected
Choose time unit, between Minutes and Hours

Contact Custom fields

As many Contact Custom fields created in Tracking → Contact fields, as many you will be able to see here.

Conditions for the custom fields will depend of the field type and format.
See more about the Filter Types and Conditions above in this article.

Example

Event (Saved Questions) Custom Fields

As many Contact Custom fields created in Tracking → Event Fields, as many you will be able to see here.

Conditions available depend of the field type and format.
See more about the Filter Types and Conditions above in this article.

Example

Additional filtering options

Once you select and apply filters for a specific section you've selected, bear in mind that you'll have several additional options in your Global Data screen.

Check out additional options

Click on the arrow next to filters to show or hide filters selected
- Arrow pointing down shows filters selected
- Arrow pointing to the right hides them

Quick switcher between filters selected. If filters are shown, you will be able to easily switch between:
- All of A and B for the selected filter or
- Any of A and B for selected filter
Filters selected will stay on your Global Data even if you switch between sections (Contacts, Appointment Setting, Calls and Deals)
Edit filter → hover over filter shown and click on "Pencil" button to edit
Remove filter → hover over filter shown and click on "x" button to remove

Add filter → hover over filter shown and click on the "+" button to include more filters

Wrap in group → gives you additional level of filtering

Additional ADD/OR conditions for filters selected

To reset all filters completely and get back to default Global Data section view, click on the "x" button next to Filters button on top
Save Filters → by clicking on the "Save As" button on top right of your screen
Smart Views are saved filters (Learn more HERE)

Learn more

How to apply filters to my custom fields in Global Data?

How can I filter out all contacts whose initial status was potential lead?

Contacts Data Columns

Appointment Setting Data Columns

Global Data overview