Contact Cards are basically files with all information about your leads who interacted with your iClosed, which include all details inside of these main sections:

There are two menus from where you can access leads Contact Card:

On the left side pane of the contact card, you will be able to see basic information about the lead and to perform necessary actions, such as scheduling a call or adding a deal.

Three dots menu on the top contain:

Additional action buttons are:

On the top right of your contact card, you will be able to shift between different tabs related to the contact. Here's a detailed breakdown:

Track absolutely every change and update about the lead, from status change to notifications log. You will be able to see any update that was made by the system as well.

Each journey information will show as different icon and different message, so you can easily review all updates. See a sample of a contacts journey:

Tab with all leads Call logs, in a grouped view. Calls tab will be broken down visually to Upcoming Calls and Past calls sections.
Each and every call will have all necessary information and actions available as in your
​ AI Scheduler → Scheduled Calls, from where you will be able to:

This tab will show history of all deals tied to the contact, and it's details, such as, product name, payment type, and is it a won deal or a recurring deal. Learn all about transactions and deals.

We all tend to use fields or predefined information, but sometimes, it's just necessary to add a longer text, feedback with contact details that don't fit in predefined fields, not just as a reminder for ourselves, but so others who didn't attend on a call could get better picture.

Notes feature is supported with standard text formatting options, such as bold text, turning text to italic, underlines, bullets, numbering and placing URL inside the text.
You can enter up to 1500 characters inside the note.

Note can be edited, deleted and whenever you post a note, it will show as Contact Update in Journey (as shown and explained above).

Tag is tied to event information and their location in the database, so we could easily troubleshoot it from the backend if needed.

UTM is a snippet of code added to a URL for the purpose of tracking online marketing performance and better understanding audience behavior.

In order to track it and have it available for your marketing team to track, you'd need to add UTM parameters to your iClosed scheduler (​​here's how).