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How Does Call Sumo’s Call Tagging Work?


Tags are especially helpful for categorizing your calls. 

Manual Tagging: 

In the call log, click on a call to expand its fields. You will then see a field to enter tags within the contact field. You can enter any tags you wish. It will pre-populate based on tags you have previously used.

Using Tags In Reporting: 

Once you start using tags, you can then filter any of our reports by tag.

For example, if you go to the overview report or any of the call reports within the reports menu, you can click the “filter” button in the upper left and you will see the ability to filter your reports by tags.




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