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Global Data overview
Global Data overview

Quick overview of the Global Data menu, and the buttons and features that are accessible inside from each section

Updated over 2 months ago

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 is a section specially designed to see leads in the who didn't book a call, such as Potential, Disqualified and Qualified leads.


Calls section

All-in-one overview of all your calls, with all details you need to see.


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.

Global Data search bar

Search throughout your data quickly, by entering any information you have about the lead.


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

Ability to refresh your Global Data views in case you're monitoring pages in live.


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

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

Quick access filter out leads by status, by keeping the columns with data intact.

Learn more about Lead statuses here.


Contact Creation Date Filter

Quick access to date range filter for viewing contact creation dates, for the section you're currently viewing.


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


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