Call Tagging: Find What Matters, Skip the Rest

A tag is a short label you stick on a call so you can find it later. Sales, Support, Quote, Spam, Follow up next week — whatever your business needs. Tags make reports useful and turn your call history into something you can actually search.

Setting up your tags

A handful of tags ship with your account. To add your own:

1. Open Settings → Tags.
2. Click Add a Tag.
3. Give it a short, clear name. Sales beats Sales Inquiries Q4 2026 every time.
4. Pick a color so it stands out in your call list.
5. Save.

You can rename a tag any time — old calls keep the new name. Deleting a tag removes it from calls but does not change the calls themselves.

Tagging a call as it happens

While you are on the call, the call window has a tag row right under your notes. Tap the tag that fits and it sticks. You can pick more than one — many calls are both a Sales call and a Quote.

Tagging a call after it ends

1. Open Call History.
2. Find the call.
3. Click the tag area and pick from your tag list.

Tagging in bulk

Cleaning up months of untagged history? Tick the boxes next to a batch of calls in Call History, click Tag, and apply a tag to all of them at once.

Filtering by tag

Above the call list, click Filter → Tag and tick the tags you want to see. The list narrows down. Save the filter as a view — Sales this week, Support follow-ups, whatever — and it shows up in the sidebar for one-click access next time.

Reports

Your weekly summary email already shows total calls. Once you start tagging, the report breaks calls down by tag — so you see at a glance how much of your phone time is sales versus support versus other.

Tagging spam and robocalls

When a spam call gets through, tag it Spam. We use those tags to keep your number's spam filter sharp — calls from the same number get blocked the next time around. You can also send the number straight to the blocklist (see the Do-Not-Disturb and Blocklist article).

Suggested tag set to start

Most businesses do well with a small set. Try these on day one and add as you go:

• Sales — anyone asking what you offer or what it costs.
• Support — existing customer with a question.
• Quote — needs a price or estimate sent.
• Follow up — needs another call from your side.
• Spam — robocall or unwanted sales pitch.

Common questions

Can my team add new tags themselves? It depends on permissions. In Team → Permissions, the Manage Tags toggle controls who can add or rename tags. Tagging an individual call does not need that permission — anyone can do it.

Can I require a tag before a call closes? Yes. Open Settings → Tags and switch Require a tag to On. The call window will not close until at least one tag is picked.

Can I tag a missed call too? Yes. Open the missed call in Call History and tag it. Follow up is the most common one here.