Contact Card is basically a file with all information about the lead who has interacted with your 
iClosed. Here're the sections you can find here:
Card Details → with basic information about the lead, with answers to all questions and additional actions
Journey section→ log with all updates about the lead
Calls section → that are about to happen or that happened already
Deals section → with details about all transactions
Notes section → place for internal takeaways about the lead
Tags and UTM's section→ Additional information picked by iClosed system
Credit Score and DTI check → gives instant financial context. All financial intelligence is now accessible at a glance, right where decisions are made.
Pro Tips
Every contact card will have it's own unique URL for easier access and sharing between team members.
This URL will also be included in Slack messages sent via iClosed integration.
How to access Contact Card
There are options from from where you can access leads Contact Card:
Global Data (any section) → Click on the Contact email on the left side of your screen
AI Scheduler → Scheduled Calls (Upcoming and Past Calls tabs both) →Click on the call to expand and see Call details
Click on the Invitee email from inside the call details dropdown
Once you're in the contact card, you can easily switch between leads by clicking on the left and right arrows, depending in which direction you'd like to go.
Contact Card explained
The Contact Card is divided in several main sections - the top bar, left side section tabs, and right side lead details.
The Top Contact card bar will show lead name, next to left/right arrows for switching between the leads. On the right side you will find buttons for following actions:
Add a new call → Setting up new call with the lead
Add a new deal → assigning new deal to the lead (customer)
Add a new note → quick access for adding internal notes about the lead
Copy Contact Card URL → for sharing internally
Three dots:
Edit contact → in case you need to update contacts information
Merge contact → in case there are more than one entry by the same lead
Copy URL → for sharing internally
Pro Tips
Contact Card can be opened from URL directly by anyone who is a user in that specific iClosed account.
Right-side pane - Lead information, Invitee Questions and answers, and action buttons
On the right side pane of the contact card you will be able to see basic information about the lead, answers to form questions and to perform addiitonal actions if needed, such as scheduling a call or adding a deal.
Lead information (Basic Details)
Contact's email address/phone number → picked up by scheduler
Last call booked from → event name of the last booked call
iClosed Contact Status → latest status that can be updated anytime
Setter owner and closer owner → owners of the lead
iClosed Contact Stages → Instantly move contacts between stages like New Lead, Approved, Nurturing, Contacted, Engaged, etc.
By clicking on Show all valies dropdown, you can unfurl additional information such as Secondary Email & Phone number if any.
Learn More
Additional Fields
This is the secion that you can customize, to add Global Data Fields you want to see in the contact card, for example IP address or UTMs as shown below.
Invitee Questions tab
In this section you will be able to see answers to all event form questions.
Learn more
Left side tabs - Journey, Calls, Deals, Notes, Tags and UTMs
On the top left of your contact card, you will be able to shift between different tabs related to the contact. Here's a detailed breakdown:
Journey tab
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 contact card and it's journey on the right.
Calls
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:
Add outcomes (learn more about call outcomes)
Reschedule or Cancel upcoming calls (learn how to reschedule or cancel a call)
See other badges and tags about the status of the call (learn about call tags)
Deals
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.
Kindly note that the "Deal" button will not be available for leads who haven't booked a Strategy call first.
Therefore, in order to add a deal manually to such leads follow the steps depending of the scenario:
Deal was closed with a lead who didn't interact with iClosed scheduler:
Add lead manually (learn how to do it here)
Select a call (event) for this lead inside the contact card
Select an owner (host) manually
Select time in the past to avoid booking and actual call and save
Add a deal manually from the contact card
Deal was closed with Potential, Disqualified or Qualified lead (prospect interacted with the scheduler):
Select a Strategy call (event) for this lead inside the contact card
Select owner (host) manually
Select time in the past to avoid booking and actual call and save
Add a deal manually from the contact card
Notes
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).
Tags and UTMs
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. iClosed scheduling widget is collecting UTM's that you've placed on the page, or if there're none, from the cookies.
Learn more on how to track conversions with UTMs.
Credit Check & DTI section gives instant financial context. All financial intelligence is now accessible at a glance, right where decisions are made.
Credit score range with visual indicator (e.g. 580–669 · Fair)
Pre-qualification status (Qualified / Non-Qualified)
Credit limit, pre-approval amount, and debt resolution data
Clear visibility into credits consumed for each check
Learn more about Credit Score check here.