What's for?
Creating and editing tags is an easy way to identify and categorize calls.
You can use tags to easily filter meetings (ex: demo calls, discovery calls, follow-ups, etc).
Besides, you can get analytics related to tags.
⚙️Setup
Tags can only be created and edited by an admin. You can access the tag management page by going to Workspace settings => Tags.
There are 2 types of tags:
Phone provider tags:
For the following Phone providers Aircall, Ringover, Salesloft, HubSpot telephony, Outreach, Talkdesk, Dixa we can automatically sync your tags.
=> Click on "Import tags from phone providers" to automatically import all of your tags
💡As soon as a tagged call is imported, its tag will be automatically added.
2. Manual tags:
You can choose to create your own tags by clicking on "Add a Tag"
💡By default, all tags are associated to all teams.
=> You can choose to associate a tag to solely specific teams.
Double-sided synchronization:
For some providers, we support 2-ways sync. In short, if a call is tagged in Modjo, the call will also be tagged in your Phone provider.
Supported Phone providers:
Aircall
HubSpot
Talkdesk
Dixa
Tagging a call:
You can tag a call either from the call list or from the call details page.
You can associated as many tags as you wish per meeting (you can also remove them).
Tag a call from the call list
Tag a call from the call details page