The Invitee Questions tab provides a dedicated view of all event custom fields (form questions) that appear on your scheduler forms.

Unlike other object tabs that show system and custom fields together, this tab focuses exclusively on the questions your prospects answer when booking appointments.

Each invitee question displays additional context through the columns, such as:

This visibility helps you understand field dependencies before making changes and lets you edit questions that are actively collecting lead data. You can also edit or merge existing questions and update their field type, name or identifier.

Access here : Tracking → Objects & Fields → Contact Custom Fields

Custom contact fields is an iClosed feature designed to help you create mini to-do checklists for yourself or your team, or to add any additional details you need about a lead. This keeps your scheduler form cleaner, ensuring users aren’t overwhelmed during the data entry process.

Custom contact fields are for internal use only, and used in all sections of the ​ Global Data, meaning, that it will be available for you to add it as a column.

Available field formats are:

Perfect for short internal comments or comments about the lead.

Excellent for internal feedback from sales manger to team members, on how to improve, which tactics to apply on the upcoming call, and vice versa, ...

Very convenient for internal to-do lists, or lists of takeaways host cross-checked with the lead during the call.

allows the user to choose only one of a predefined set of mutually exclusive options.

Good for collecting personal data about leads/customers, such as birthdays and anniversaries.

Excellent options for placing data in number format, such as how much a lead spends similar products, etc...

This field format can have multiple selection.

Perfect for assigning and reassigning Users/Hosts for appointment setter to know who would be the best closer for the specific lead, etc...

This field comes with predefined stars. You can choose max number of stars between 3 and 5.

Perfect for rating leads​

You will be able to create Contact Custom Fields and edit them.

Delete and merge options are not available, but you will be able to hide a field, to prevent to appear in the Global Data (learn all about Contact Custom fields here).

The Calls tab displays all custom fields associated with call records, combining both system-generated fields and custom fields your team has created.

System fields like "Objection," "No Sale Reason," "Set By," and "Call Outcome" are automatically included to track standard call data, while custom fields allow you to capture additional information specific to your sales process.

Custom call fields appear with a "Custom" property label, making them easy to distinguish from system fields. Examples include fields like "Monthly income," "referral," "What tools are you using?" and "Monthly revenue"- questions that help your team gather qualifying information or track specific metrics during discovery and sales calls.

The three-dot menu next to each custom field provides options to edit or hide fields. Hiding a field removes it from view in Global Data without deleting the underlying data, which is useful when you want to temporarily remove a field from your workflow or test new data collection approaches. System fields cannot be hidden or edited, ensuring critical call tracking data remains consistent.

When creating new call fields, you can select from various field types including Single Select (for dropdown choices), Short text (for brief responses), Multiple Select (for multiple choice questions), and User (for assigning team members). The creation modal also includes a description field where you can add context about what the field is for, helping team members understand how to use it properly during calls.

The Deals tab provides comprehensive visibility into all fields associated with deal records, from basic deal information to revenue tracking and product associations.

System fields include essential deal data like "Product Name," "Payment type," "Total Income," "Sales," "Product id," "Deal date," "Deal value," "Closer owner," "Product Tag," and "Deal source."

Custom Deal fields are not available yet - it's coming soon.

iClosed currently supports two system Event fields, such as Event and Event Type.

Custom Event fields are not available at the moment - it's coming soon.

The Users tab displays custom fields associated with user records—the team members, closers, and appointment setters in your iClosed workspace.

While system user fields (like name, email, role, and permissions) are managed elsewhere in the Settings menu, this tab shows any additional custom fields you've created to track user-specific information or attributes.

Custom Users fields are not available yet - it's coming soon.

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.