How to Filter and Manage Sales Calls

Stop scrolling and start finding. Learn how to slice and dice your call library to find exactly the calls that need your attention.

Last updated: December 2025

In this guide:

Overview

Your call library, organized

As your team grows, your library of calls will explode. Finding that one "perfect objection handle" or "terrible demo" becomes impossible without tools.

The Calls page is built to handle thousands of recordings. By using filters, you can narrow down 1,000 calls to the 5 that matter in seconds.

Available Filters

Drill down with precision

Click the Filter button to reveal the controls. You can mix and match any of these:

🏆 Outcome

Filter by the result of the call.

  • All: Everything.
  • Not Set: Calls that need triage.
  • Specific Outcomes: "Booked Meeting", "Closed Won", "Lost", etc. (color-coded).

🏢 Team

Filter by organization or workspace.

  • Default: Your personal workspace.
  • Specific Teams: See calls from a specific sales team or department.

📅 Date Range

Focus on a specific time period.

  • From/To: Select start and end dates. Great for "Last Week's Demos" or "Q4 Reviews".

⏱️ Duration

Filter by call length in minutes.

  • Min/Max: e.g., "Show me calls > 30 mins" to find full demos, or "< 5 mins" to find quick connects.

🏷️ Tags

The most flexible filter. Select multiple tags to find specific themes.

Example: Select "Competitor: X" AND "Pricing Objection" to see how your team handles pricing against that specific competitor.

Filtering Strategies

Recipes for success

For Managers: The "Monday Morning Review"

Filter by Date: Last Week + Outcome: Lost + Duration: > 20 mins.
Why: Find long calls that didn't result in a win. These are high-leverage coaching opportunities.

For Reps: The "Game Tape" Study

Filter by Outcome: Won + Tag: [Specific Product].
Why: Listen to successful pitches for a specific product to learn what's working.

For Ops: The "Data Hygiene" Check

Filter by Outcome: Not Set.
Why: Find calls that haven't been dispositioned and ensure your CRM data is clean.

Frequently Asked Questions

Frequently Asked Questions

Can I filter by specific words spoken?
Not in the main list view. You can search for keywords in the global search bar, but the filters here are for metadata like date, outcome, and tags.
How do I see calls from a specific rep?
Use the "Team" filter to select a specific organization or workspace, or use the search bar to type their name.
Can I save a filter set?
Currently, filters reset when you leave the page. We recommend bookmarking the page URL if you have a complex filter you use often (coming soon).

Related Guides

How to Review Calls

How to Upload Calls

How to Share Calls

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