Add Notes and Tags to Calls

Notes and tags help your team capture context during and after every call. Notes record what was discussed. Tags categorize the call so you can filter, report, and trigger automations later.

Available on: All plans

Adding notes

You can add notes at two points:

• During the call — Type notes in the call panel while speaking. Notes save automatically.
• After the call — Open any call from the Calls tab and add or edit notes in the details view.

Notes sync to your connected CRM automatically. The note appears on the contact record alongside the logged call activity.

Adding tags

Tags are short labels you attach to a call. Examples: demo-booked, support-escalation, pricing-question.

1. During or after a call, click Add Tag in the call panel or call details
2. Select from existing tags or type a new one
3. You can apply multiple tags to a single call

Tag taxonomy

Admins can create a standardized tag list under Settings > Tags. This keeps your taxonomy consistent across the team and prevents duplicate or misspelled tags.

Search and filter by tag

Go to Calls and use the tag filter to find every call with a specific tag. Combine with date range, agent, or number filters to narrow results further.

Tags also appear in analytics dashboards, so you can track how many calls fall into each category over time.

Required notes and dispositions

Admins can enforce mandatory notes or dispositions after every call:

1. Go to Settings > Call Settings
2. Toggle on Require notes after call or Require disposition after call
3. Agents see a prompt after hanging up and cannot move to the next call until they complete the required fields

This ensures your CRM data stays complete and your reporting is accurate.

CRM sync

Notes and tags sync automatically to connected CRMs (HubSpot, Salesforce, Pipedrive, Zoho, and others). The sync happens within seconds of saving. If a contact does not exist in your CRM, JustCall creates the record first and then attaches the note.

Related Articles

• Disposition Codes Overview — standardize post-call categorization
• Contact Management — view the full timeline of notes, calls, and messages per contact