Tags and calendars
Categorize your calls based on the meeting name
Video
Video coming soon
Key points
- Tags are labels attached to calls to categorize, filter and analyze your conversations. Only admins and managers can create and edit them.
- Go to Settings, Tags tab (Organization section) to manage them.
- Set up automatic tagging rules based on predefined criteria:
- the deal stage when the call is imported (note: if the stage changes afterwards, the tags are not updated);
- a keyword in the call invitation name.
- Rules apply automatically to every new matching call, but never retroactively to calls already recorded.
- Attach several tags to a single call for finer analysis.