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Calls section

Learn everything you need to know about Calls view inside of Global Data

Updated over a week ago

Global Data is the central hub of your iClosed account, where you'll see every contact that interacted with your scheduler, and Calls section is the third section in it.

The Calls Global Data section is the place where you'll see all data relevant to the calls the hosts are having (or had, depending if it's an Upcoming or a Past call).


It's the right place to analyze data such as call duration, call start time, and other call related date in combination with outcomes, that will give you a different perspective of the team efficiency and income.


Calls data overview

Navigate to Global Data → Calls to get started. This section contains one additional option, that other Global Data sections don't have, which is "Add Call" button, in the right corner of your screen.

This option helps you add a new call manually for a specific contact in one click, if you're for example on a meeting with the lead, and you agreed on the new call date and time.

Let's review the columns and data available in the Calls section:

  1. Contact → Invitees email, and access to Contact Card

  2. First name and Last name → Invitees first name/last name

  3. Phone number → Invitees phone number

  4. Call creation date → Creation date of the latest call scheduled

  5. Call start date → date and time when the call is/was scheduled to start

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

  7. Call location → Where event/call takes (took) place

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

  9. Current Setter Owner → Event Host - Setter, assigned to the call with the Invitee

  10. Call Outcome → Final outcome, no matter if it's a Discovery or Strategy call

  11. Call duration → Pulled from Event setup

  12. Current Status → Refers to their current Lead status, which is presented by the status tag, each in their respective color (Discovery, Strategy, Potential, Qualified, Disqualified)

  13. No Sale Reason → Any of the final No Sale call outcomes

  14. Objection → Showing call outcome objections, presenting green for positive (Won) outcomes and red for negative (No Sale) outcome reasons

  15. Sale Value → Latest sale value

  16. Total income → Total sales generated from the Contact

  17. Transaction type → if any transaction. Won (green) for one time sales, Recurring (yellow) for recurring sales, and Deposit (purple) for pre-sale types

  18. Sale date → date when the sale happened

  19. Product Name → Sale product or service, added with Sale outcome

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 Call details, and be able to access contacts card quickly


Data columns overview

Let's quickly cover Appointment Setting Columns available, which will help you understand how to set up default view that benefit you the most.

Click on the "Columns" drop down button, see available columns, check and uncheck depending of the preference. You'll see:

  • Calls data columns → Everything you need for Calls

  • Contact custom fields data columns → created in Tracking menu (recommendable) or from the Contact section in Global Data

  • Events custom fields (Saved Questions) data columns → created in Tracking menu (recommendable) or from Events Builder → Invitee Questions

The columns are adjustable, but pre-defined 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 load to show what matters for the specific section you're on the most, making it easy to keep an eye on the key information that drive your decisions.


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