Skip to main content
All CollectionsTracking
Introduction to Tracking
Introduction to Tracking

Overview of the iClosed Tracking menu and it's features

Updated over 4 weeks ago

The Tracking menu is an additional settings menu for your scheduler, that corelates with Global Data and AI Scheduler as a whole.

Tracking menu helps you to keep your data clean, without making duplicates in Event Invitee questions, Custom contact fields, place where you can create Products for the deals and even blocking leads that you'd like to prevent from scheduling calls in the future.

All this is super-important for the precision of the account analytics, for better decision making, to be able to measure team success precisely, and to identify loose ends in the sales process. In this menu, you will be able to create and manage:

  • Custom Fields

    • Contact custom fields

    • Event custom fields (Invitee Questions)

  • Products

    • Creating Deal Products

  • Blocking Email and IP addresses

    • To prevent spam or unwanted leads

Tracking features are available with Business and Enterprise subscription plans.

Startup plan users are able to create event custom fields from the Event settings (learn more about iClosed pricing and feature breakdown here).

Tracking is accessible to Super Admin and Sales Manager roles by default.


Custom 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:

Short text

Perfect for short internal comments or comments about the lead.


Long text

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, ...


Checkbox

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


Radio button

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


Date and time

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


Number

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


User

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...

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).

Pro tips

Alternatively, Contact Custom fields can be created in Global Data → Contacts section, by clicking on the "Add column" on far right of the page.

But we highly recommend doing it from Tracking menu, where you'll have the list of all of your previously created fields.


Event fields

Event fields are invitee questions from the event setup (form questions) that are gonna be displayed on you scheduler form for leads to answer.

Unlike Custom contact fields that are for internal use only, Event fields are custom fields are public and can't be used for internal purposes. Available field formats are:

Short text

Perfect for brief responses, such as job titles.


Long text

Excellent for for detailed inputs like project descriptions.


Checkbox

for multiple selection answers, such as services of interest.


Radio button

allows the user to choose only one of mutually exclusive options. Good for for single-choice queries, such as selecting company size → “10-50 employees”.


Date and time

for capturing specific dates and times (e.g. when was the last time you've used certain product type).


URL

for capturing company website links or prospects social network profiles.


Number

Good for numeric inputs such as years of experience or team size.

You will be able to create Event Custom Fields (Invitee Questions), merge and edit them. Delete option is not available (learn all about Event custom fields here).

Pro tips

Alternatively, Event custom fields (Invitee Questions) can be created in
AI Scheduler - Events by opening a created event or creating a new event.

But, if you're a Business or Enterprise subscription plan user, we highly recommend to create it from Tracking menu, where you'll full list of previously created event fields.


Products

Overview

This is the menu where you can create and manage all products or services your business is providing.

Tracking → Products feature keeps your sales process organized better and more streamlined, helping Closers to select product from the list they've sold (learn everything you need to know about Products).

Pro tips

Alternatively, Products can be created on the last step when adding a "Sale" outcome, where other deals options are available.


But, as we've advised for creation of all other tracking fields before, it's recommendable doing it from the ​ Tracking menu, where you'll have the list of all of your previously created products.


Blocking

Overview

Blocking feature allows you to block spam attacks on your scheduler, which provides you with more control on which leads can schedule a call with your team.

Tracking → Blocking feature provides two options:

  • IP Address

  • Email Address

Applying blocking feature on lead's email or IP address will prevent such lead from booking calls, across all created events (learn more here).


Did this answer your question?