Logging meeting notes is already a powerful sales habit. But with note tags and outlook tags in TeamGram CRM, your notes do more than just document conversations—they become key tools for improving visibility, collaboration, and pipeline health.
Whether you’re following up on a promising lead or flagging a deal at risk, using tags correctly helps you and your team work faster and smarter.
Two Types of Tags, Two Powerful Functions
TeamGram CRM lets you add two types of tags to each note: note tags and outlook tags. They serve different purposes, but when used together, they give you a clear, real-time picture of both what was discussed and how the relationship is progressing.
Note Tags: Highlight the Purpose or Content of the Interaction
Note tags are custom labels that describe the content or context of a note—like “demo,” “technical issue,” or “pricing discussion.”
These are created and managed by your system administrator, who also assigns the color for each tag.
Why you must use them:
- To label the purpose of a meeting (e.g., discovery, follow-up, negotiation)
- To highlight content type (e.g., support request, product feedback, billing)
- To help your manager quickly identify notes relevant to their focus
Why it matters:
In your news feed and customer pages, these tags act as visual shortcuts. You’ll instantly know what a note is about without having to read it. They also allow for filtering, so you can quickly find all notes tagged with “objections” or “pricing,” for example.
Outlook Tags: Signal the State of the Relationship
Outlook tags are used to assess the tone and direction of the customer relationship based on the interaction you just had.
If there was direct contact (e.g., meeting, phone call, or received email), TeamGram CRM will prompt you to choose the overall outlook:
- Positive – The interaction went well; the opportunity feels strong
- Neutral – Unclear outcome; no progress or concerns yet
- Negative – Concerns were raised; relationship may be at risk
These tags are automatically displayed alongside your notes and also affect the outlook status of the related opportunity in your pipeline.
Why it matters:
Sales managers and team members can quickly scan the pipeline or the feed to understand which deals are in good shape and which need attention—without reading every note. Bright color indicators help prioritize your next move.
Best Practices for Using Tags in Your Workflow
Use note tags consistently
Choose the tags that best represents the meeting’s main purpose. Don’t skip it—it helps others find and understand your note faster.
Set an outlook tag after every real interaction
If you had a meaningful exchange with the customer, don’t skip the outlook tag. It’s your best shot at giving an up-to-date signal of how the deal feels right now.
Use faded colors as a signal
In the pipeline view, faded colors mean the outlook hasn’t been updated in a while. Click in and refresh the outlook to reflect the current situation.
Outlook ≠ Forecast
Outlook tags don’t affect your forecast numbers—they’re for internal assessment. If the customer sounded enthusiastic but you’re still early in the process, mark the outlook as positive but leave the forecast probability conservative.
A Smarter Pipeline Starts With Smarter Notes
Used together, note tags and outlook tags bring clarity and speed to your workflow. You’ll write better notes, spot risks earlier, collaborate more effectively, and keep your pipeline aligned with reality.
And best of all—you won’t need a meeting to explain what’s happening. Your notes (and tags) will say it all.Try it today: The next time you write a note in TeamGram CRM, take a few extra seconds to tag it. You’ll be surprised how much more useful your CRM becomes.