Tags
Tag your Calls using Automation Rules
How to automatically tag your calls
Integrating automation rules with call tags can streamline the lead classification process, saving you time that would otherwise be spent manually categorizing and managing your phone leads. Specifically, automation rules enable you to:
✨ Automatically tag calls according to your business needs - Create as simple or as complicated rules as you want to classify your phone leads your way.
✨ Assign multiple tags at each call at once without putting theFew readersSetup Tagging
Set up Call Tags
Tags make it easier for you to understand and analyze the quality of your inbound leads. Tags can help you with:
⚡️ Turning your key insights into labels - Tags simplify your lead management process by highlighting the core of each conversation into a single label.
⚡️ Classifying, organizing, filtering, and analyzing your phone leads efficiently - Get a clear view of the quality of your phone leads, the purposes and context of each call, the emotions of your callers towardsSome readersTag your Calls (Manual Method)
How to manually tag your calls
Step 1. Go to Activity >Calls. Firstly, ensure that you have enabled the option to edit your tags inline. If not, click the "Actions" button, and then select "View Options." In the pop-up, check the "Edit Tags In-line" option as shown below.
Step 2. Then, click on the Tag field and select the desired tag from the list. YouFew readers