Whether you're preparing for sales calls, tracking internal syncs, or reviewing customer feedback sessions, tags make it easy to find what you need—fast.

Once tags are added, you can use the filter function in the meetings table to quickly narrow down to the meetings you're looking for.

What Are Tags?

Tags are custom labels that you can assign to any meeting. You’re free to create and apply tags based on your team’s workflows, goals, industries, or any other classification that helps streamline your sales and meeting process.

How to Add or Update Tags

There are two simple ways to add or update tags on a meeting:

Option 1: From the Meeting Overview Table

Go to the Meetings section.
Locate the meeting you want to tag.
Hover over the Tags column.
Click the tag icon or the current tags.
Add a new tag by typing, or select from existing tags.
Press Enter to confirm.

💡 This is a fast way to tag multiple meetings without opening them individually.

Option 2: From the Edit Meeting Dialog

Click on the meeting you want to edit.
Select the Edit button.
Scroll to the Tags section.
Add, remove, or update tags as needed.
Click Save to apply your changes.

Useful Tags for Sales Meetings

To help you get started, here are some common tags that sales teams find helpful:

By Priority or Outcome:

High Priority
Deal Won
Deal Lost
Pending
Needs Follow-Up

By Industry or Region:

SaaS
Healthcare
DACH
US Market

Tips and Best Practices

Be consistent: Decide on naming conventions (e.g., Title Case vs. lowercase) to avoid duplicate or confusing tags.
Use tags for filtering: Combine tags with table filters to build quick views or reports.
Avoid over-tagging: Stick to a few meaningful tags per meeting.
Clean up unused tags regularly to keep your workspace tidy.