The Objects & Fields section is your centralized hub for managing all custom data structures across your iClosed workspace. Access it at Settings → Tracking → Objects & Fields, where you'll find organized tabs for different data objects:

This unified interface provides a comprehensive view of all custom fields across your entire system, making it easy to maintain consistency, track field usage, and manage your data architecture from a single location.

Each tab displays the field name, description, type, unique identifier, property classification (Custom or System default), creation date, and usage count.
This gives complete transparency into how your data is structured.

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...
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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."

These system fields create the foundation for revenue tracking and deal analytics, allowing you to see which products are selling, who's closing deals, how much revenue each deal generates, and where deals are originating. Some system fields, like "Product id," "Is recurring," and "Deal id," may show a crossed-out eye icon indicating they're hidden by default - these technical fields are primarily used for backend operations and integrations rather than day-to-day deal management.

Deal fields use various data types to capture different kinds of information. Number fields track quantitative data like "Total Income," "Sales," and "Deal value."

Single Select fields like "Product Name" and "Payment type" ensure consistency by limiting choices to predefined options. Date fields capture "Deal date" for timeline tracking. User fields like "Closer owner" link deals to specific team members. Check box fields like "Is recurring" track boolean (yes/no) attributes.

The field identifiers (such as {{deal.product}}, {{deal.paymentType}}, {{deal.income}}) shown in the Identifier column are used for integrations, automation workflows, and API connections. These identifiers allow you to map deal data to external systems like CRMs, accounting software, or reporting tools.

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 user fields might include data like team assignments, specializations, performance goals, training completion status, or any other attributes relevant to your sales team structure. These fields can then be used in Global Data filters, Smart Views, or reporting to segment and analyze data by user characteristics beyond the standard role-based permissions.

The Users tab follows the same management interface as other object tabs, allowing you to create, edit, and organize custom fields with the familiar modal creation flow. Fields can be added with various types including Short text, Long text, Number, Date, Single Select, Multiple Select, providing flexibility in how you structure user data.

Access here: Tracking → Objects & Fields → Invitee Questions

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:

Perfect for brief responses, such as job titles.

Excellent for for detailed inputs like project descriptions.

for multiple selection answers, such as services of interest.

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”.

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

for capturing company website links or prospects social network profiles.

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).

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).

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:

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

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