Associate a call to an account or opportunity

Who can use this: Any team member

Available on: Any Gong plan

Calls that are associated to accounts or opportunities are displayed in the activity timeline of the Deals and Account console. Typically, calls are automatically associated with the correct account or opportunity, but if a call is imported or incorrectly associated (perhaps because the contact has multiple email addresses, or because a single account has multiple opportunities), you can manually associate it to the correct account via the call page.

Note:

• Calls can't be associated to leads or call participants.

• Once you manually associate calls, the call will no longer be updated with new information. For example, if a CRM contact is only defined for one of the call participants after the call is manually associated, that contact won’t be associated with the call.  

Associate an unassociated call

To associate an unassociated call:

1. Click in the top right corner of the call page, and select Manually associate call.

2. Select the Account and Opportunity you want to associate the call with. Hover over the account or opportunity to see their CRM details.

3. Click + Add association to associate the call with multiple accounts or opportunities.

4. Click Update. The association may take up to one hour to show up in Gong.  

Change a call's association from the call page

You can change the call association from the call page.

To change the existing association from the call page:

1. Click in the top right corner of the call page, and select Manually associate call.

2. In the dialog that opens, click X to remove the account or opportunity the call is associated with.

3. Click + Add association to associate the call with other accounts or opportunities.

4. Click Update.

Remove a call's association from the Deal page

You can remove the call association from the Deal page.

To remove the existing association from the Deal page:

1. From the left sidebar, click Revenue and select Deals.

2. Select the deal the call is associated with.

3. In the panel that opens, click Activity to open the activity timeline.

4. Scroll down to the call and click the More actions icon .

5. Select Remove from deal. The call is no longer associated with the deal.