How to Add Notes and Bookmarks

Don't let insights slip away. Learn how to mark up your calls with precision using notes and bookmarks.

Last updated: December 2025

In this guide:

Overview

Mark the tape

Great coaching isn't about saying "good job" at the end of a call. It's about pointing to a specific moment—minute 12:45—and saying "This question changed the trajectory of the deal."

SalesAstro gives you two tools for this: Notes for text feedback, and Bookmarks for categorizing moments.

Adding Notes

Specific, actionable feedback

Notes are anchored to the exact second in the call. When someone clicks your note, the player jumps to that moment.

How to add a note:

  1. Keyboard: Press N while playing or paused.
  2. Click: Click any timestamp (e.g., "04:23") in the transcript.
  3. Waveform: Right-click on the waveform and select "Add Note".

The note dialog will appear. Type your thought and press Enter to save.

Coaching Tip

Use the @mention feature in notes (coming soon) to notify specific team members about a moment.

Using Bookmarks

Color-code your conversation

Bookmarks are like highlighters for your audio. They help you visualize the structure of the call.

How to add a bookmark:

  1. Press B at any time.
  2. A colored marker will appear on the waveform.

You can customize what these colors mean in your Organization Settings. Common uses:

  • Green: Discovery / Pain Point
  • Red: Objection
  • Yellow: Pricing Discussion
  • Blue: Next Steps

Context Menu

Right-click for power

Power users love the context menu. Right-click anywhere on the waveform to reveal options:

  • Add Note: Creates a note at that exact click position.
  • Start Stage Here: (If configured) Marks the beginning of a new call stage, like "Demo" or "Closing".

Frequently Asked Questions

Frequently Asked Questions

Can I edit a note after posting?
Absolutely. Just click the pencil icon on any note to update it.
Who can see my notes?
Anyone with access to the call (via team sharing or public link) can see the notes. Private notes are coming soon.
What happens if I bookmark the same spot twice?
You can have multiple bookmarks at the same timestamp. They will stack in the UI.

Related Guides

How to Review Calls

How to Use Keyboard Shortcuts

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