Release (3.0.0) - 10 Mar, 2024
Last updated
Last updated
We've revamped the invitee questions flow and now it's synced with the saved Event custom fields in Tracking. These custom fields are flexible tools that users can tailor to their events. All your previous invitee questions have been converted into event custom fields, accessible in Tracking. The benefit of this customization is significant: if similar questions appear across different events, you can merge them seamlessly. Once merged, the same event custom field will be linked to multiple events, providing a cohesive view. This feature enhances your ability to apply advanced filters and track statistics based on these fields.
... Learn more about what are event custom fields and how it works?
Optimized the tables in iClosed to be more space-efficient while adding new columns to the global data view. Now, the design is more compact, giving you the flexibility to hide or show columns as per your preference. This enhancement allows for a cleaner and more organized workspace, ensuring that you have easy access to the information you need without clutter.
Advanced filters in Global Data let you refine your data view with precision. You can access various filtering options like contact details, appointments, calls, deals, and custom fields. These filters help you narrow down your search based on specific criteria such as text, date, or multi-select lists.
... Learn more about how advance filter & smart views
Funnel chart for conversion insights
Pie chart for no sale reasons insights
Custom fields refer to user-defined fields that allow users to store additional information. These custom fields can be added to various entities within iClosed, such as contacts and events.
You can also add contact custom fields as column and could add real time data in it
... Learn more about contact & event custom fields