Deals associated with 3rd party sellers

Who's this for? Companies selling via 3rd party sellers

If your company uses 3rd party sellers to sell its products, and your admin has set up 3rd party deal association, your deal board will show which deals are managed by a 3rd party seller.

3rd party seller tags

If a deal is managed by a 3rd party seller, the name of the seller will appear on a tag next to the deal’s name, along with the following disclaimer: “This deal includes <3rd party name>, a 3rd party account”.

Timeline and warnings

When a 3rd party seller is involved, three types of activities may occur:

1. When all parties are present, and communication takes place between your company, a 3rd party seller, and the prospect, Gong captures it and associates it with a specific deal.

2. When the prospect is absent, and communication takes place between your company and the 3rd party seller, Gong captures it, associates it with the 3rd party’s account, but not with a specific deal. In this case the activity appears in your timeline with the following disclaimer: “This activity takes place between the seller and a 3rd party and might be associated with this deal”.

   

3. When your company is absent and communication takes place directly between the 3rd party seller and the prospect, it isn’t captured. Since some activities are not captured, the timeline may seem relatively fragmented:

In this case, warnings will appear with the following disclaimer: “This deal is connected to a 3rd party, so some warnings may not apply”.