Learn all about Appointment Setting data columns available, and how you can manage what to show on your screen, so you could set up views with data that benefit you the most.
The main columns are predefined, based on the tab you’re currently on, in 
Global Data:
Contacts
Appointment Setting
Calls or
Deals
On 
Global Data → Appointment Setting you'll see contacts that have started their iClosed journey and didn't book a call (Potential, Qualified and Disqualified statuses) so you or your setters have a clean list of leads that needs to be contacted asap.
Pro tips
Appointment Setting section has additional option that Contacts, Calls and Deals sections don't have which is Contact Stage that is fixed on the right side of the screen.
From this menu, setters can update contact stage while they are speaking with leads, reject or approve a lead by selecting Approved stage which will automatically open scheduling widget inside of iClosed from where they can book a call with closers.
Contacts Columns
Contacts group of columns will show you all data on a contact level:
Contact column - can't be turned off as it's a default column with lead unique identifier (email)
First name / Last name - self-explanatory, but iClosed will break it automatically into First Name and Last Name if you're asking for Full Name (one box) on the scheduling form, for easier tracking and data sorting.
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 only.
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.
Country - as per phone number country code, pulled out from Invitees phone number filled out in your scheduler or device location in case you're not requiring phone number on your form.
Contact Creation date - Creation date is the date when a Lead interacted first time with your scheduler, meaning when a Contact has been created in Global Data.
Updated On - Date of the last update from
AI Scheduler → Scheduled calls or in leads Contact Card.Scheduling 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, before pressing continue button
Qualified → Filled the form completely, has pressed continue button, but has dropped off from slots page and didn't book a call.
Disqualified → Filled the form completely, has pressed continue button, but wasn't able to select slots as the lead was disqualified per event criteria
Pro tips
Contact column will remain fixed on the left while scrolling to the right and back, so you can constantly keep an eye on the main contact information when looking at more data.
By clicking on the contact email you will be able to access lead contact card to see all information about the lead.
Initial Scheduling Status - Initial scheduling status is the status of contacts journey on the scheduler after visiting the form for the first time
Status Last Modified At - Last time/date when the lead status was modified.
Last interaction type - Latest information about the invitees lead journey, from call type booked to latest outcome.
Number of Discovery / Strategy calls booked - Showing the total number of Strategy or Discovery calls a lead had with your team.
Timezone - Invitee's time zone, loaded from leads device when he interacted with the scheduler.
IP Address - IP address of the lead
Current Closer Owner - Sales representative assigned as the owner of the call
Setter Owner - A representative assigned as the owner of the contact in the setting stage
Contact Stage - specific stage you've created that are grouped into three default categories: Active, Won, and Lost.
UTMs - if any collected as per iClosed parameters (learn more here)
Term
Campaign
Source
Medium
Content
Lastly, all custom created contact fields will appear under Contacts section in Columns settings.
Example
See the difference between Creation Date, Status Last modified at and Updated
Example lead → contact girard@ymail.co
Created on Mar 14th
Last time the status has been modified was on Mar 15th
But, the latest update occurred on Sep 14th, when the lead scheduled new call with our team
Events Columns
All data available on an events level:
Event type - Referring to Event Types, that may be either Discovery or Strategy Call Events. Event type comes with specific icons:
Purple for Discovery Calls
Blue for Strategy Calls
Events - will show you following:
Internal color tag defined in Event Details
Event name
In case a lead scheduled calls for more than one event, gray circle will appear next to the first scheduled event, with "+" and a "number" of other Events the lead is participating in.
You will also be able to preview those Events by hovering over the circle and even taking an external link to the scheduler.
Invitee Question Columns
This section will show you all questions you've ever created on the form, so you can select it and show it on main Contacts section screen.
Enrichment Columns
Credit score data information - available only after successful verification process, and the credit score check is turned on the event:
Credit score
Pre-qualification
Debt to income ratio
Debt resolution amount
Debt resolution debt to income ratio
Estimated income
Personal income
Household income
Credit pre-approval amount
Credit limit amount
Credit pre-approval debt to income ratio
Credit limit debt to income ratio
Validation Columns
Data as per Email and Phone number validation results:
Is Phone number valid
Is Email valid
Learn more