CRM activity naming conventions

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In order to easily identify Gong activities in your CRM activity list, the subject or title of the activity are prefaced with details of the activity as follows.

Activity type

Title naming convention

Example

Conference call

[Gong] [<provider>]: <call title>

[Gong] [Zoom]: Meeting set up

Short calls

[Gong <call direction>]: <call title> - <call result>

[Gong outbound call]: Call with Gong for Demo - Meeting booked - Interview with company

Call attempts

[Gong <call direction>]: <call title> - <call result>

[Gong outbound]: Meeting with Acme - No Answer, left voicemail

Calls not recorded

[Gong <call direction>]: <call title> - <call result>

[Gong outbound]: Demo with Gong - Answered - Meeting booked

Private call

Private call

Private call

Email

[Gong <email direction>] <email subject>

[Gong in/out] Our upcoming meeting

Meeting invite

[Gong] <call title>

[Gong] Meet with Subzee

Meeting invite canceled

[Gong] <call title> - Meeting canceled

[Gong] Meet with Subzee - Meeting Canceled

Custom task

[Gong] Engage task - <activity title> with <contact name> from <account name>

[Gong] Engage task - Send a gift with John A from Gong

LinkedIn message

[Gong] LinkedIn message with <contact. name> from <account name>

[Gong] LinkedIn message with John B from Acme

LinkedIn connect

[Gong] LinkedIn connect - <activity title> with <contact name> from <account name>

[Gong] LinkedIn connect with John from Acme