Salesroom tags allow you to connect Meetings and Highlights together. Find and use the data you create quickly and efficiently before, during and after the call. Tags are team specific and can be customized to match your needs.
Default Tags
Salesroom will add a few default tags when you first set up a new team. But you can create new tags, edit them or just delete them.
Grouping your Meetings and Highlights with tags helps you answer questions such as:
How many “Discovery” calls did we have this week?
What is the Engagement Score on the Meetings that have “Closed”?
What Meetings should I “Follow Up” on?
Tagging a Meeting
There are multiple ways to Tag a Meeting or Highlight, just look for the "+ Add Tag" button.
On Recent Meeting Cards
Meeting Edit Forms
Related Meetings Tab
Keyboard Shortcut
When in the Meeting Overview you can press command+t to open the Tag Selector
Via the Highlight Form
Filtering By Tag
Once you have attached a tag to a Meeting you can filter your recent meetings to find what you are looking for.
Or go to your Team Tags page to find quick links to all filters
