Notes and Tags: Add Context and Organize Contacts with Labels
Add manual notes to any contact record and apply tags to group contacts by service type, status, or any label you define. Notes and tags appear on the activity timeline and are searchable.
How It Works
Open any contact record and type a note in the Notes field. Apply tags from the tag list or create new ones. Tags appear on the contact list and can be used for filtering and segmentation.
- Free-text notes on any contact
- Notes appear in the activity timeline
- Custom tags with your own labels
- Multiple tags per contact
- Filter contact list by tag
- AI-generated tags from call outcomes
- Tag-based export for campaigns
Who Uses This
Sales pipeline tracking
Tag contacts as "proposal sent", "follow-up needed", or "closed won" to manage your pipeline without a separate tool.
Service type segmentation
Tag contacts by service type so you can filter for all HVAC vs. plumbing vs. electrical customers.
Team handoff context
Leave a note summarizing a conversation so the next team member who handles the contact has full context.
Frequently Asked Questions
Are tags shared across all team members?
Yes. Tags are account-wide and visible to all team members.
Can the AI receptionist apply tags automatically?
Yes. Call outcomes like "booked", "transferred", and "callback requested" are applied as tags automatically.