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Contacts section

Learn everything you need to know about Global Data - Contacts section

Updated this week

Global Data is the central hub of your iClosed account, where you'll see every contact that interacted with your scheduler.

By definition, Contacts are all invitees (leads) that interacted with your scheduler, and had a unique phone number or email. Meaning, that if there was an invitee who scheduled multiple calls with different emails but with one phone number only, it would be considered as one contact.

Pro tips

Contacts section comes with unique quick filter - Contact creation date.

Bear in mind that this filter will show contacts as per date when they interacted with iClosed for the first time (when they were created) and not when they have booked a call or last time when they have visited the form.

After using the filter make sure to remove it, so you can always see all contacts on your Global Data dashboard.


Contacts data overview

Navigate to Global Data → Contacts and let's get the ball rolling. Here's a breakdown of columns (data) available in this section:

  • Contacts Columns - all data you need about Contacts

  • Events Columns - information about event type and event name

  • Invitee Question Columns - all form questions that you've ever created, with lead answers (where any)

  • Enrichment Columns - Credit score data information

  • Validation Columns - Data as per Email and Phone number validation results

Learn about all data and columns available in our Contacts Data Columns article.

Pro tips

  • Data in "Contact" column is interactive and once you click on it, it will open Contact Card, where all information about a certain Invitee is stored

  • All columns except "Contact" column may be removed and added

  • "Contact" column will remain fixed while you scroll the page from left to right, so you could constantly keep an eye of the Contact detail, and be able to access contacts card

By combining Filters and Columns you will be able to cross cut your data with qualifying questions for things like industry, company size, geography, respondent title, etc., which can be eye opening, revealing different trends you didn’t even anticipate.


Columns overview

Let's dive in a little bit deeper and cover everything about Contact Columns available, which will help you understand how to set up default view that benefit you the most. Available columns are:

The columns are flexible, based on the tab you’re in, whether that’s Contacts, Appointment Setting, Calls, or Deals.

Therefore, if you’re looking at booked calls or deals, the columns will adjust to show what matters for that specific tab you're on, making it easy to keep an eye on the key information that drive your decisions.


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