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Organizing Your Calls

As your call library grows, good organization saves you time. This guide shows you how to use folders and tags effectively.

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Creating Your First Folder

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Moving Calls into Folders

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Method 1: Drag and Drop

1. In the call table, click and hold on a call
2. Drag it over to the folder in the sidebar
3. Drop it—the call is now in that folder

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Method 2: Right-Click Menu

1. Right-click on a call in the table
2. Select Move to Folder
3. Choose your destination folder

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Method 3: Bulk Move

1. Select multiple calls using checkboxes
2. A toolbar appears at the top
3. Click Move to Folder
4. Select the destination

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Creating and Using Tags

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Adding a Tag to a Call

1. Click on a call to open its detail view
2. Look for the Tags section
3. Click Add Tag
4. Type a tag name (e.g., “demo”, “follow-up-needed”)
5. Press Enter

If the tag exists, it’s applied. If not, it’s created.

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Bulk Tagging

1. Select multiple calls with checkboxes
2. Click Add Tags in the toolbar
3. Select existing tags or create new ones
4. Apply to all selected calls

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Filtering by Tag

1. In the Transcripts view
2. Look for filter controls
3. Select one or more tags
4. Only matching calls display

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Organization Strategies

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Strategy: By Client

Good for sales teams and account managers. Folders:

• One folder per client
• e.g., “Acme Corp”, “TechStart Inc”

Tags:

• Call type: discovery, demo, support
• Status: won, lost, active

Example:

• “Acme Corp” folder contains all Acme calls
• Tagged demo + won shows their demo that converted

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Strategy: By Call Type

Good for analyzing patterns across clients. Folders:

• “Discovery Calls”
• “Demos”
• “Support Calls”
• “Internal Meetings”

Tags:

• Client names: acme, techstart
• Outcomes: positive, needs-follow-up

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Strategy: By Time Period

Good for tracking over time. Folders:

• “2024 Q1”, “2024 Q2”, etc.
• Or “January”, “February”, etc.

Tags:

• Type: sales, support, coaching
• Priority: important, routine

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Best Practices

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Keep Folders Broad

Don’t create too many specific folders. Use tags for specifics. ✅ Good: “Client Calls” folder, acme tag ❌ Avoid: “Acme Discovery Calls Q1” folder

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Use Consistent Tag Names

Pick a convention and stick to it:

• Lowercase: demo, sales
• Or Title Case: Demo, Sales
• Don’t mix

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Color Code Meaningfully

• 🟢 Green for clients
• 🔵 Blue for internal
• 🟠 Orange for important

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Review and Clean Up

Monthly:

• Archive old folders
• Merge redundant tags
• Update names if needed

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Common Workflows

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New Client Onboarding

1. Create a folder for the client
2. Sync their first calls
3. Tag as onboarding
4. After onboarding, tag as active

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Deal Tracking

1. Create a “Pipeline” folder
2. Tag calls: discovery → demo → negotiation → closed
3. Filter by tag to see pipeline stage

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Support Tracking

1. Create a “Support” folder
2. Tag by issue type: bug, question, feature-request
3. Filter to analyze common issues