If you’re tired of guessing what actually happens on your sales calls, you’re not alone. Tracking the details is a pain—and generic tags don’t cut it. This guide is for sales ops folks, team leads, or anyone who wants real, usable data from their call recordings. We’ll walk through setting up custom call tags in Modjo, so you can finally track what matters (and skip what doesn’t).
Let’s get into it.
Why Custom Call Tags Matter (And Where People Mess Up)
Call tags are basically labels you stick on recorded calls. The idea is, you tag calls with things like “Pricing Objection,” “Demo Scheduled,” or “Decision Maker Not Present.” Then, later, you filter and analyze to spot patterns.
Here’s the problem: a lot of teams either go tag-crazy (making a million tags nobody uses) or don’t tag at all (so you’re stuck listening to hours of recordings to find what you need).
Custom call tags in Modjo let you actually track what’s important for your business—not just whatever the software vendor thought up. When done right, you’ll quickly see what’s working, where deals get stuck, and exactly which calls you should listen to.
Before you start, ask yourself: - What do we really want to measure? - Will someone on my team actually use these tags? - Are we keeping this simple enough that it’ll stick?
Alright, let’s set things up.
Step 1: Get the Right Permissions
You can’t create or edit custom tags unless you’re a Modjo admin. If you’re not sure, check with whoever manages your Modjo account. If you’re a regular user, you’ll need to ask an admin to make these changes.
Pro tip: If you don’t have admin rights, get your request in writing. Otherwise, you’ll waste time trying to tweak settings you can’t access.
Step 2: Audit Your Current Tags (And Kill the Junk)
Before you add anything, see what tags already exist. Here’s how:
- Log into Modjo.
- Go to the Settings panel (usually a gear icon, top right).
- Find the Call Tags or Tag Management section.
Make a quick list: - Which tags actually get used? - Which are confusing or duplicate? - Are there “legacy” tags nobody remembers creating?
Delete or merge any tags that don’t serve a real purpose. The fewer, the better. You want clarity, not clutter.
Step 3: Define Your Tagging Goals
Stop! Don’t just start creating tags. First, get specific about what you want to track. Some good starting points:
- Stages: “Discovery,” “Demo,” “Negotiation”
- Obstacles: “Pricing Pushback,” “Competitor Mentioned”
- Outcomes: “Demo Booked,” “Deal Won”
- Buyer Personas: “Decision Maker Present,” “Gatekeeper Only”
What to skip: Vague tags like “Good Call” or “Follow Up Needed.” They’re subjective and don’t help you find patterns later.
If you’re not sure where to start, listen to a few recent calls and jot down the moments you wish were easier to find. Build tags around those.
Step 4: Create Your Custom Tags in Modjo
Now for the nuts and bolts:
- Stay in the Call Tags/Tag Management section.
- Click “Add Tag” or the equivalent button.
- Name your tag. Keep it short and specific.
- Bad: “Objection”
- Good: “Pricing Objection”
- (Optional) Choose a color or icon, if Modjo offers that. Visual cues help, but don’t get hung up on it.
- Save your new tag.
Repeat for each tag you need. Don’t go overboard—aim for 5-10 to start.
Pro tip: If your tags need to be grouped (like all “Obstacles” in one section), see if Modjo supports tag categories. If not, use a naming convention like “Obstacle: Pricing” and “Obstacle: Competitor.”
Step 5: Roll Out Tags to the Team (Without the Eye Rolls)
This is where most setups fall apart. If you just announce, “Hey, use these new tags,” you’ll get spotty adoption at best.
- Show, don’t tell: Run a 15-minute training. Demo a few calls and tag them live.
- Explain why: Make it clear how tags help them (easier coaching, less admin, better visibility—not just more work).
- Set clear rules: Who should tag? When—after every call, or only certain calls? Keep it simple and consistent.
- Make it easy: If possible, set up keyboard shortcuts or bulk tagging. Don’t make reps click ten times per call.
What to ignore: Fancy “tagging frameworks” or over-complicated documentation. Your team will tune out.
Step 6: Build Tagging Into Your Workflow
Custom tags are only useful if people actually use them, every time. Here’s how to make it stick:
- Integrate tagging into call reviews. Managers should use tags when coaching.
- Make tags part of your pipeline review. Filter calls by tag to spot where deals stall.
- Review and prune. Every month or so, check which tags aren’t used and clean them out.
If Modjo has automation (like auto-tagging based on keywords), tread carefully. These features can save time, but they’re rarely perfect. Always check for accuracy—nothing’s worse than reporting on bad data.
Step 7: Pull Reports and Actually Use the Data
Don’t let your tags die in a spreadsheet. Here’s where the payoff comes:
- Filter calls by tag: See all “Pricing Objection” calls in seconds.
- Spot trends: Are certain obstacles coming up more? Are deals stalling at the same stage?
- Coach with purpose: Use tagged calls for targeted training—way more efficient than random call listening.
Most importantly: if a tag isn’t helping you take action, drop it.
Caution: Don’t obsess over “tagging everything.” The goal is insight, not data for data’s sake.
What Modjo Gets Right (and Where It’s Just Okay)
What works: - Tagging in Modjo is fast and usually simple. - Filters make it easy to find what you need. - If you keep your tag list clean, reporting is pretty straightforward.
What doesn’t: - Too many tags = chaos. Modjo doesn’t stop you from shooting yourself in the foot. - Auto-tagging (if available) is hit-or-miss. It’s not magic—always double-check. - If your team isn’t trained, adoption will be spotty, no matter how good the tool is.
Keep It Simple—Then Iterate
Custom call tags in Modjo are powerful, but only if you keep things simple. Start with a handful of tags, train your team, and focus on what’ll actually move the needle. Don’t be afraid to kill off unused tags or tweak your approach after a month or two.
Remember: the best tracking setup is the one your team will actually use. Start small, keep it clean, and adjust as you go. That’s how you get real insight—without drowning in data.