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:
Contact → Invitees email, and access to Contact Card
First name and Last name → Invitees first name/last name
Phone number → Invitees phone number
Call creation date → Creation date of the latest call scheduled
Call start date → date and time when the call is/was scheduled to start
Events/s → Event Type icons, including Event Internal Tag, with the Event names
Call location → Where event/call takes (took) place
Current Closer Owner → Event Host - Closer, assigned to the call with the Invitee
Current Setter Owner → Event Host - Setter, assigned to the call with the Invitee
Call Outcome → Final outcome, no matter if it's a Discovery or Strategy call
Call duration → Pulled from Event setup
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)
No Sale Reason → Any of the final No Sale call outcomes
Objection → Showing call outcome objections, presenting green for positive (Won) outcomes and red for negative (No Sale) outcome reasons
Sale Value → Latest sale value
Total income → Total sales generated from the Contact
Transaction type → if any transaction. Won (green) for one time sales, Recurring (yellow) for recurring sales, and Deposit (purple) for pre-sale types
Sale date → date when the sale happened
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.