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Contacts section

Learn everything you need to know about Global Data - Contacts section

Updated over a month ago

Global Data is the central hub of your iClosed account, where you'll see every contact that interacted with your scheduler.

By definition, Contacts are all invitees (leads) that interacted with your scheduler, and had a unique phone number or email. Meaning, that if there was an invitee who scheduled multiple calls with different emails but with one phone number only, it would be considered as one contact.


Contacts data overview

Navigate to Global Data → Contacts and let's get the ball rolling. Here's a breakdown of columns (data) available in this section:

  1. Contact → Invitees email and phone number

  2. Creation date → Date when invitee interacted with your calendar

  3. First name → Invitees first name

  4. Last name → Invitees last name

  5. Phone number → Invitees phone number

  6. Country → Pulled from phone number country code or IP address if phone number is not available

  7. Last interaction type → latest journey status of the lead

  8. Updated on → Date when last update occurred

  9. Total income → total generated income from the lead

  10. Current Setter Owner → Event Host - Setter, assigned to the Discovery call with the invitee

  11. Current Closer Owner → Event Host - Closer, assigned to the Strategy call with the Invitee

  12. Events/s → Event Type icons, including Event Internal Tag, with the Event names

  13. Current status → referred to lead current status (e.g. Qualified, Disqualified, etc...)

  14. Initial status → starting status of the lead

  15. Time zone → pulled from leads device when he scheduled a call

  16. Last modified at → Last time/date when the Lead Status was modified

  17. Number of Strategy Calls → Showing the total number of Strategy calls a lead had with your team

  18. Number of Discovery Calls → Showing the total number of Discovery calls a lead had with your team

Pro tips

  • Data in "Contact" column is interactive and once you click on it, it will open Contact Card, where all information about a certain Invitee is stored

  • All columns except "Contact" column may be removed and added

  • "Contact" column will remain fixed while you scroll the page from left to right, so you could constantly keep an eye of the Contact detail, and be able to access contacts card

By combining Filters and Columns you will be able to cross cut your data with qualifying questions for things like industry, company size, geography, respondent title, etc., which can be eye opening, revealing different trends you didn’t even anticipate.


Columns overview

Let's dive in a little bit deeper and cover everything about Contact Columns available, which will help you understand how to set up default view that benefit you the most. Available columns are:

  • Contact data columns
    (laid out and explained above)

  • Contact custom fields data columns
    (custom fields created in Tracking menu or Global Data → Contacts page)

  • Event custom fields (Saved Questions) data columns
    (custom fields created in Tracking menu or Event → Invitee Questions section)

The columns are flexible, based on the tab you’re in, whether that’s Contacts, Appointment Setting, Calls, or Deals.

Therefore, if you’re looking at booked calls or deals, the columns will adjust to show what matters for that specific tab you're on, making it easy to keep an eye on the key information that drive your decisions.


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