Leads are tagged with a colored badge that is representing the status of the stage they are in, such as:

Use date filter on the Contacts section to filter out leads based on their creation date.
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Global Data menu gives you full control over data you'd like to see and how you want to see it. You can add or remove columns such as, Event Source, Call Duration, or Closer name, depending of what you'd like to see on your screen.

Wanna hear about the best part? The columns are flexible, and will adjust automatically based on the section you are on, whether that's:

Therefore, if you're looking at any of the four sections from above, the columns update and adjust to show what matters for that specific tab you're on the most, making it easy to keep an eye on the key information that will help you drive your decisions.

-> To help you focus on the metrics that matter most to your workflow, you can now highlight your priority columns with custom colors.

Simply access the column options menu and select a highlight color for any column you want to stand out.
This is particularly useful when you're tracking specific KPIs or need to quickly identify key information across hundreds of contacts.

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This is the default view of the Global Data dashboard, where every single contact will show up in the "Contacts" tab.

-> When one or more contacts are selected in Global Data, a bulk action bar appears. From here, users can assign a Setter Owner or update the Contact Stage for multiple contacts at once. This enables fast pipeline cleanup, mass reassignments, and stage corrections without opening individual contact records. <-
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Contact stages provide a powerful way to visualize and manage your leads' journey through your sales funnel. Located in the left sidebar, contact stages function as dynamic Smart Views that automatically segment your contacts based on their current position in your pipeline.

Clicking the gear icon on the sidebar next to Contact Stages opens the stage management panel.
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Each contact is assigned to a single stage at a time, which represents their current position in your workflow. Stages are grouped by status (Active, Won, Lost) and are directly editable from the Contacts table, making it easy to move contacts forward or backward as things evolve.
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These Contact stages help you standardize reporting while also allowing you to add custom stages inside each group, depending on your lead journey.

One of the most valuable features of contact stages is the automated call booking popup.

Stages can be set as the default entry stage, deleted, or enhanced with automated actions, such as “Schedule a call”, which automatically triggers a pop-up to book a call when a lead reaches a specific stage.

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When you move a contact from certain stages (like Potential or Qualified) to a call-booked stage, iClosed automatically prompts you to schedule the appointment right then and there.

This ensures no lead falls through the cracks and maintains momentum in your follow-up process, as the booking action is triggered immediately when the stage transition occurs.

Managing multiple contacts simultaneously is now effortless with bulk stage updates. Simply select multiple contacts using the checkboxes in the table, then use the bulk actions menu to move all selected contacts to a new stage in one action.

Contact Stages can also be updated inline from the Global Data table. Clicking the Contact Stage column opens a dropdown where users can move a contact to another stage instantly. If the selected stage has an associated action (such as scheduling a call), that action will trigger immediately upon selection.

This is particularly useful for appointment setters who need to quickly process large numbers of leads, or when you need to update contact statuses after reviewing call outcomes or conducting outreach campaigns.

Credit Checks provide high-level financial insights such as credit score ranges, debt-to-income ratio and prequalification status. This helps your team verify if a lead is financially qualified before engaging.

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iClosed now includes built-in email and phone validation to help you maintain data quality, improve deliverability and focus your outreach efforts on legitimate contacts.

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The system can automatically validate contact information entered through your scheduler forms, marking each email and phone number with a clear "Valid" or "Invalid" badge in the respective columns.

Phone and email validation happens in real-time as contacts flow into your
​ Global Data, allowing you to quickly identify which leads have provided accurate contact information and which may need follow-up or additional verification.

The validation feature operates on an in-app token system, where each validation check consumes tokens from your account balance.

You can easily filter your contact list by validation status to prioritize outreach to verified contacts, exclude invalid entries from your campaigns, or identify patterns in data quality across different lead sources.
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This is particularly valuable for appointment setters and sales teams who need to maximize their time by focusing on contacts they can actually reach, rather than wasting effort on bounced emails or false phone numbers.

This view is built to help you take advantage of all the contacts captured by the scheduler. Here, you'll find only the contacts who engaged with your scheduler, but didn't book a meeting, in following statuses:

This view helps your appointment setter quickly see newly captured contacts, get in touch with them and potentially turn them into appointments (qualified leads) within a few clicks, like displayed below.

This view shows all calls booked in all of your schedulers. In case you notice more rows here than in the Contacts tab, that’s completely normal. Each call is listed as its own row, while in the Contacts tab, each and every contact is shown only once, even if they’ve booked multiple calls.

Calls tab will show all leads who have booked a call, with the ability to track outcomes and lead data based on call details.

As presented above, the Calls view allows you to pull in valuable columns with data, such as Call outcome, the reason for "No Sale", and even Objections, along with the prospect's answers. This way, you will be able to identify patterns between lead quality, call outcomes, and sales representative performances.

For keeping your data consistent, clean and up to date in your Calls view, it is important for your team to add call outcomes after each and every call.

This is a place where you can track all deals attached to to your leads. Each tab comes with its own set of customizable columns, that are important for tracking conversion, product/services sold and deal values.

And that's not all. Deals section has additional menu - Transactions.

Transactions is a mini-menu that shows all picked up payments from your payment processor (if connected with iClosed. Learn more about Transactions here).

Use the Filters option to segment leads based on specific criteria.

Additionally, you can also save these filtered views as Smart Views for quick access in the future, without the need to reset filters every time.

After you apply filters, feel free to utilize the Export button for pulling out lead data whenever you need it.

Smart Views are here to help you create saved filters for quick access to specific lead data, without the need to keep setting your filters over and over again, which will help you to save time and improve efficiency when navigating Global Data.

You can keep Smart Views as private or to share them with your team, depending of your preference.

Export feature allows you to extract all four sections in one .xlsx file easily:

Exported file will be in .xlsx format, since it extracts all four sections broken down into excel sheets inside the file.