Contacts, notes and tasks after a call
Find the caller's contact page, add a note and create the follow-up task.
Role : EveryoneDuration : 2 minOn : Web, Mac
In this video · 6 chapters
Video in French with English subtitles. The English version is coming.
Before you start
- An answered call: the caller’s contact page is created on its own.
Step by step
7 steps, about 2 minScreenshots show Callizy in French. Button names are given in English.
- 1
Find the contact
10 sIn the menu, click Contacts, then type their name in the search.
Open this screen in Callizy - 2
Open their contact page
10 sClick their row: their contact page opens on the right, with their name already filled in, and three tabs: Info, Tasks and Notes.
- 3
Complete the contact page
1 minIn Tags, add one, for example Kitchen, then Enter: it lets you filter your contacts. Choose their Status: Prospect, Lead, Client or Inactive.
- 4
Add a note
30 sNotes tab: write what you want to remember from the call, then Enter. The note keeps your name and the time, and the whole team can read it. During a call, the Quick notes field writes to the same place.
- 5
Create the follow-up task
20 sTasks tab: type it in New task, for example “Send the quote”, then Enter. The number next to Tasks counts what is left to do.
- 6
Review everything in the conversation
10 sClick Conversation: the client’s thread opens in the Inbox, with the call and then your note, titled “Internal note”. Their contact page stays on the right.
- 7
Check off the task once done
5 sOnce the follow-up is done, in the Tasks tab, check off the task.
Key points
- After an answered call, the contact page already exists: you only need to complete it.
- Notes are read by the whole team, with your name and the time.
- The number next to Tasks counts what is left to do.
Not working?
Callizy shows “No contact matches”
- Search by number rather than by name.
- Click Clear filters.
- The contact may be archived: Archived filter.
The note does not appear in the conversation
- Reopen the conversation: the note shows there, titled “Internal note”.
Callizy shows “Could not add the note”
- Check your Internet connection, then press Enter again.
Callizy shows “This number isn’t valid”
- Check the second number: 10 digits for Canada and the United States.
Frequently asked questions
What are tags for?
Can I import my contacts?
Do quick notes taken during the call go to the same place?
Video transcript
Contacts, notes and tasks. After every call. Here's the result: Daniel Côté's contact page, filled in. A note on what he wants, and the follow-up task, so nothing gets forgotten. All you need is an answered call: the caller's contact page creates itself. In the menu, “Contacts”. Type his name in the search: Daniel. Click his row: his contact page opens on the right. His name is already there. Fill in the rest. A tag: “Cuisine”, Enter. It lets you filter your contacts. And his status: “Lead”. “Notes” tab. Write what you remember from the call. Enter. The note keeps your name and the time, and the whole team can read it. During a call, the “Quick notes” field writes to the same place. “Tasks” tab. “New task...”: send the quote. Enter. The number next to Tasks counts what's left to do. Remember one rule. After an answered call, the contact page already exists. All you have to do is fill it in. To see everything: “Conversation”. Daniel's thread opens in the inbox: the call, then your note. And his contact page stays on the right. One last step, once the quote is sent: “Tasks” tab, and check it off. The path is complete. Every customer has a thread, a contact page and a follow-up. Callizy, the phone that answers when you can't.Read the full transcript
Contacts, notes and tasks. After every call. Here's the result: Daniel Côté's contact page, filled in. A note on what he wants, and the follow-up task, so nothing gets forgotten. All you need is an answered call: the caller's contact page creates itself. In the menu, “Contacts”. Type his name in the search: Daniel. Click his row: his contact page opens on the right. His name is already there. Fill in the rest. A tag: “Cuisine”, Enter. It lets you filter your contacts. And his status: “Lead”. “Notes” tab. Write what you remember from the call. Enter. The note keeps your name and the time, and the whole team can read it. During a call, the “Quick notes” field writes to the same place. “Tasks” tab. “New task...”: send the quote. Enter. The number next to Tasks counts what's left to do. Remember one rule. After an answered call, the contact page already exists. All you have to do is fill it in. To see everything: “Conversation”. Daniel's thread opens in the inbox: the call, then your note. And his contact page stays on the right. One last step, once the quote is sent: “Tasks” tab, and check it off. The path is complete. Every customer has a thread, a contact page and a follow-up. Callizy, the phone that answers when you can't.
Updated October 26, 2026
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