Who can create a deal board?
Creating and editing a deal board's settings is dependent on permissions, and will affect everyone who views the deal board.
However, on the board itself – anyone can adjust certain filters and views to customize their own board view.
What deals are imported into Gong?
We import deals from the CRM that are owned by users set to record or import calls.
Gong also imports deals from accounts associated with CRM contacts who participated in imported activities.
For Forecast customers we import all deals into Gong.*
How many tabs can I have on my deal board?
You can have up to 8 tabs on your deal board.*
Can I use a text or range field to filter my board?
Currently we don't support filtering the board by a text or range field (for example, >$200K), but they can be used as columns in your board.
How can I view my web conference call schedule?
In the pipeline tab, there's a column titled Next Call. This column displays the upcoming web conference and voice call schedule based on the customer's calendar events.
How often does Gong scan calendars to see if there is a next call within our deals?
Gong scans calendars every 15-30 minutes and looks for meetings that are happening in the next 12 weeks (Google) and 2 weeks (Office). It can take up to an hour from the time that the upcoming call was imported into Gong until it shows on the deal board.
Why isn't Next call appearing in the deal board?
There are two requirements for Next call to appear in the board:
A calendar invite (including a web conferencing link for calls set to be recorded) must have been sent to - and accepted by - your prospect.
The calendar meeting must be within 12 weeks of the invite being sent.
Can I change my fiscal year definition?
Gong admins can change when you start your fiscal year.
What's the difference between a subscriber and an observer?
A subscriber receives a weekly digest tailored to their role, showing deals relevant to them through the deal board:
Reps/individual contributors: See the deals they’re directly handling
Managers: See the deals handled by their direct reports
Managers of managers: See all deals from teams reporting up to them
An observer receives a weekly digest focused on a selected team’s deals—offering visibility into another team's pipeline from the deal board perspective. You can set up observer subscriptions when creating or editing the board.
Can I subscribe people to my board?
Yes - set up subscriptions for anyone interested in receiving a weekly email digest for the board, tailored to their individual perspective.
Can I unsubscribe from this digest?
Yes, by either clicking Unsubscribe in the mail, or go to My Notifications and clear the Weekly Deals digest checkbox.
When is the weekly digest sent?
Deal boards are primarily aimed at quota-carrying reps and their managers, and their manager's managers. That said, anyone can use the board and even see their own deals by setting up a board to show deals handled by their role.
*The features available to you depend on your company’s plan and your assigned seats.