Here's a quick overview of the Global Data, your central data hub and it's sections, features and buttons available within of each section.
Global Data Sections
Contacts
Appointment Setting
Calls
Deals
Contacts section
Contacts are all leads (Invitees) that ever interacted with your scheduler, that had a unique phone number or email.
Meaning, if there was a lead who scheduled multiple calls with different emails but with one phone number only, it would be considered as one contact.
Learn more about Contacts section in detail and Contacts data columns.
Appointment Setting section
Appointment Setting is a section specially designed to see leads in the who didn't book a call, such as Potential, Disqualified and Qualified leads.
Learn more about Appointment Setting section in detail here, it's Data columns or check out our Appointment Setting explained article.
Calls section
All-in-one overview of all your calls, with all details you need to see.
Learn more about the Calls section here or Calls data columns here.
Deals section
The money-screen as we like to call it. The Deals page provides overview of all your sales at a glance, with ability to manage them quickly.
Learn more about the Deals section or it's Data Columns here.
Unique thing that Deals page has what other sections don't is the Transactions mini-view as well. Learn more about iClosed Transactions here.
Global Data elements
Here's a swift overview of all Global Data elements that are accessible from all sections inside of it.
Create new Contact manually
Create new Contact manually
Add new contact to the Global Data manually, without having them to schedule a call or interact with your scheduler at all.
The button will trigger "Add new Contact" window to pop up, where you'd be able to enter:
Contact Email
Contact Phone Number
Contact First and Last name
Event your would like to connect Contact with
Contact Status
Learn more on how to add contacts here.
Refresh page button
Refresh page button
Ability to refresh your Global Data views in case you're monitoring pages in live.
Export data
Export data
Export data views easily, but before you do, please set all columns for data you'd like to see and export. Basically, what you see on the screen, will be exported into .xlsx file, broken down in sheets, for each of the four sections. We're offering two options:
To export views in .xlsx format or
To download any of the previously exported reports
Learn more on how to export data here.
Add filter
Add filter
Ability to apply filters, by keeping the columns with data intact. In addition to that, iClosed made Smart Views for you, that will allow you to create saved filters for quick access to specific lead data and save you time from setting up same filters from scratch over and over again.
Filters option allows you to segment leads based on specific criteria, such as:
Contact filters
Appointment Setting
Calls
Deals
Events
Contact custom fields
Event custom fields
By selecting any of these filtering options, you'd need to choose specific piece of data to turn the filter on, one or multiple, depending of your preference. As an addition, you can save these views as mentioned above.
Learn more about Global Data Filters and Smart Views.
Contact Status Filter
Contact Status Filter
Quick access filter out leads by status, by keeping the columns with data intact.
Learn more about Lead statuses here.
Columns
Columns
Drop down menu of all available columns for customization of the data view.
Kindly note that Columns available to be chosen from the menu differ depending of the sections you're currently viewing, but Custom Fields remain the same for all sections.
We're currently offering two types of custom fields, Contact Custom fields and Event Custom fields.
Pro tips
We highly recommend creating Contact and Event custom fields in
Tracking → Custom Fields, where you can see already created fields, which will help you avoid creating duplicates.
Check out our articles that explain everything about Tracking feature, Creating custom contact fields and Creating Event Custom fields.
Contact custom fields
Contact custom fields is iClosed feature that helps you create mini to-do checklists for yourself or your team members. It's super-convenient also adding any additional information you need to have about the lead on the file, while avoiding to oversaturate the scheduler form.
Custom fields are available with Business and Enterprise plans (learn more about iClosed pricing and feature breakdown here).
Available Custom Contact Field formats
Short text
Perfect for short internal comments or comments about the lead
Long text
Excellent for internal feedback from Sales Manger to team members, on how to improve, which tactics to apply on the upcoming call, and vice versa, etc...
Checkbox
Very convenient for internal to do lists or lists of takeaways host cross-checked about the lead
Radio button
allows the user to choose only one of a predefined set of mutually exclusive options.
Date and time
Good for collecting personal data about leads/customers, such as birthdays and anniversaries
Number
Excellent options for placing data in Number format, such as how much a lead spends similar products, etc...
User
Can have multiple selection.
Perfect for assigning and reassigning Users / Hosts for Appointment Setter to know who would be the best Closer for the specific Lead
Event Custom Fields
Event custom fields allow you to tailor event form questions that your leads need to answer before scheduling a call. Event fields are all custom questions you've ever created for your Events, when you were building Events or Tracking → Event fields.
Available Custom Contact Field formats
Short text
Perfect for brief responses, such as job titles
Long text
Excellent for for detailed inputs like project descriptions
Checkbox
for multiple selections if needed, such as services of interest.
Radio button
allows the user to choose only one of a predefined set of mutually exclusive options. Good for for single-choice queries, such as selecting company size → “10-50 employees”
Date and time
for capturing specific dates and times (e.g. when was the last time you've used certain product type)
Number
Good for numeric inputs such as years of experience or team sizes