Create and manage folders

Organize calls and call snippets in folders so they're easy to find them when you want to. Review your own calls, review other people’s calls, collaborate with your team, and more.

There are two libraries for keeping folders:

• Your library contains folders you create and folders people share with you. It's ideal for organizing calls that are private, or calls that are relevant to specific teams or people. Saving calls in library folders doesn't change access to the calls, and if a call is set to public, it stays public.

• Company library contains folders appropriate for all teams in your company, and is usually managed by a company-wide team such as enablement. Folders here tend to focus on onboarding, training, new initiatives, marketing strategies, and more.

Access to library folders, and the ability to create and archive folders, is set in your permission profile. If you don't have access and think you should, contact your Gong tech admin.

Create a folder

You can create folders from inside the library or directly from a call. Folders show you the following info:

• Folder name

• Number of calls and folders it contains

• Name of the person who created the folder

• Number of times people listened to calls in the folder (internal views only)

Click a folder to open it and see the calls that are inside of it. From here, you can listen to the calls, read the call brief, see how many people (internally) have listened to the call. To add a note about the call (for example, what you heard or how you want to follow up) hover the in the top right corner of the call and select Add note.

Create a folder from the library

1. Go to Conversations > Your library or Conversations > Company library.

2. Click +NEW at the top of the left panel and choose Folder, or click + beside any folder name and choose Folder.

    

3. Give the folder a name and select a destination folder. People who have access to the destination folder will have access to this folder, too.

4. If you want to share the folder with others, mark I want to share with other members. You'll be prompted to choose team members you want to share it with, and can add a message if you like. Choose team members and click SHARE FOLDER.

5. If you don't want to share the folder with others, click CREATE. You can share the folder with team members any time later, if you like.

Create a folder from a call

1. Open the call page for the call you that you want to save in a folder.

2. In the top right corner, click Add to Library.

3. From here, you can save the call in an existing folder, or click CREATE NEW FOLDER.

4. Give the folder a name and select a destination folder. People who have access to the destination folder will have access to this one, too. Click CREATE.

5. This folder is now created and you can continue to add the call to it.

Note:

The ability to create folders is set in your permission profile. If you can’t create folders and think you should be able to, contact your Gong admin.

Share a folder

Sharing folders enables you to collaborate, share best practices, and more. Once you've shared a folder with someone, they can also add and remove calls from it. If you don't see the option to share folders and think you should, contact your admin.

Share a folder

1. Go to Conversations > My library.

2. Hover over the folder you want to share and click .

3. Click Share and choose who you want to share the folder with. Team members are notified that you shared a folder with them, and will see the shared folder in their own library, under Folders shared with you.

4. Click SHARE FOLDER.

Stop sharing a folder

1. Go to Conversations > My library.

2. Hover over the folder you want to stop sharing and click .

3. Under People with access, click Remove next to the name of the person you want to stop sharing with.

4. Click UPDATE to save changes.

Rename a folder

To rename a folder, click beside the folder name and click Rename. You can only rename folders you've created.

Move a folder

To move a folder, click beside the folder name and click Move. In the dialog that opens, choose where you want to move the folder, and then click Move. You can only move folders you’ve created. At the moment, it’s not possible to bulk-move folders.

Note:

Access to the moved folder aligns with the new location. So whoever has access to the parent folder in the new location has access to the moved folder.

Copy a folder

To copy a folder to a different location, click beside the folder name and click Copy. In the dialog that opens, choose where you want to place the copied folder, and then click Copy. You can only copy folders you've created. At the moment, it's not possible to bulk-copy folders.

Note:

Access to the copied folder aligns with the new location. So whoever has access to the parent folder in the new location has access to the copied folder.

Remove a folder

Removing folders from your library doesn't affect the calls saved in the folders.

• Delete folders to remove them from your library.

• Archive folders to remove them from the company library. The ability to archive and restore archived items is set in the permissions profile. If you don't see it and think you should, contact your Gong admin.

Delete a folder

1. To remove a folder from your library, click and select Delete. We'll let you know if the folder has been shared with others.

Archive a folder

1. To archive a folder in the company library, click and select Archive.

2. Once a folder is archived, its contents can't be viewed from the library. To view the contents of an archived folder, the folder needs to be restored.

Restore an archived folder or remove it forever

1. Go to Conversations > Company library, scroll to the bottom of the pane on the left, and click Archive.

2. Locate the item you want to restore or remove forever, and click to the right of its name.

3. Click Move back to restore the item to the library, or click Remove forever to delete permanently.

Download a folder usage report

See who’s listening to calls in specific folders by downloading a CSV report with usage information.

1. Go to Conversations > Your library or Conversations > Company library.

2. Locate the folder you want the report for, click to the right of its name, and click Download usage report. Alternately, you can open the folder and click Download in the top right corner.

   1. If there are folders inside the folder, information for them will be downloaded too.

   2. If there are folders inside the folder, click in the bottom right corner of one of the sub-folders and click Download usage report. Alternately, you can open the sub-folder and click Download in the top right corner.

What’s in the usage report?

The report includes the following info:

• Folder name

• Folder path

• Call title

• Date added to folder

• User listened name, email and title

• Date listened (most recent)

• Duration listened

• Call host name, email, title

• Manager name and email (up to 10 levels)

• Call link

• Folder link

• Email addresses of participants and hosts