Here's a quick overview of the Global Data sections and buttons, available within each section.
Global Data Sections
Contacts are all Invitees that interacted with your scheduler, that had a unique phone number or email. Meaning, 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.
Learn more about Contacts page or Contacts Columns Data.
Appointment Setting is a section specially designed to see leads in the second stage of their Lead Journey, such as Potential, Disqualified and Qualified leads.
Learn more about Appointment Setting page and it's columns or check out our Appointment Setting explained article.
All-in-one overview of all your Calls, with all details.
Learn more about Calls page or Calls Data Columns.
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 Deals page or Deals Data Columns article.
Global Data Elements
Here's a swift overview of all Global Data elements that are accessible from all Global Data Sections.
Global Data Search bar
Global Data Search bar
Search throughout your data quickly, by entering any information you have about the lead.
Create new Contact manually
Create new Contact manually
Add contacts to the Global Data manually, without having them to schedule a call.
The button will trigger Add new Contact window, 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
Refresh page
Refresh page
Ability to refresh your Global Data views in case you're monitoring same page in live.
Export data
Export data
Export Global Data views easily. We're offering two options:
To export current view in .csv format or
To download previously exported reports
Add Filter
Add Filter
Ability to apply filters, by keeping the columns with data intact, including Smart Views, that will allow you to create saved filters for quick access to specific lead data.
Filters and Smart Views
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 Filter 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 Smart Views for quick access in the future, streamlining the process of managing and reviewing leads.
Smart Views allow you to create saved filters for quick access to specific lead data. You can keep these private or share them with your team, saving time and improving efficiency when navigating Global Data.
Learn more about Global Data Filters and Smart Views.
Contact Status Filter
Contact Status Filter
Ability to apply Lead status filters, by keeping the columns with data intact.
Contact Creation Date Filter
Contact Creation Date Filter
Quick access to date range filter, for viewing contact creation dates, for the section you're currently viewing.
Columns
Columns
Drop down menu of all available columns for customization of the data view.
Kindly note that Columns available 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.
Learn more
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.
Keeping your custom fields without duplicating them keeps your data and stats cleaner, which will help you make decisions easier
Check out our articles that explain everything about Tracking feature, Creating custom Contact fields and/or Creating Event Custom fields.
Custom Contact Fields
Custom Contact Fields is iClosed feature that helps you create mini to-do checklists for yourself or your team members, or for any additional information you need to have about the lead on the file, while avoiding to oversaturate scheduler form, and more importantly get overwhelmed on the entry.
Custom fields are available with Business and Enterprise plans.
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 forms that Invitees need to fill out to your specific needs, enhancing your event management capabilities.
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
Learn more