iClosed

What are Call outcomes and why it's important to add them after every call

Call outcomes getting started guide

Tutorial about getting to know everything about upcoming scheduled calls

Upcoming Calls

Learn everything you need to know about Past calls and why it's important to manage call outcomes timely

Past Calls

Detailed article on how to utilize filters for your calls on the Scheduled calls pages

Scheduled Calls Filters

Guide about adding Sale outcome, adding deals manually or adding deals with transactions using Stripe, Make or Zapier.

Strategy Call Outcome as Sale & Adding Deals

Everything you need to know about adding "No Sale" call outcome

Strategy Call Outcome as No Sale

Learn all you need to know about discovery call outcomes and the options available while adding them

Discovery call outcome as Approved or Rejected

Learn why "Action Required" badge is showing on your Scheduled call pages and what is the next step

'Action Required' badge on the  Scheduled Calls page

Learn how to cancel or reschedule an upcoming call

How to cancel or reschedule a call?

Learn how to unveil cancelled meetings and where to see them

How to locate cancelled meetings in AI Scheduler - Scheduled calls page?

How to utilize the main AI scheduler filter to view calls of a specific team or member

How to see the calls of your team or a particular member?

Super quick guide on how to filter out Scheduled calls per invitee email

How can I see scheduled calls for a specific invitee?

See all details about Scheduled Call outcome badges (tags) and outcome objections at a glance

Scheduled Calls Outcome Badges (Tags) explained

Learn all about upcoming and past calls, rescheduling calls, and call cancellation

Scheduled calls overview

Or how to utilize date range filters on Scheduled calls page

How to filter scheduled calls with a specific date range?

Change the past call type between Strategy and Discovery, and vice-versa or change the call owner after the call

Call type and Call owner switcher

Manually free up scheduled slots to boost show-up rates or to make room for more qualified leads

Mark Slot As Free

Learn everything about iClosed Scheduled calls feature

Scheduled Calls

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.