Find and prioritize your accounts in Engage

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales rep, Sales manager

Narrow your accounts list to the ones that matter to you, and sort by CRM values such as fit score to decide where to focus first.

See only your accounts

Filter the list to see only the accounts assigned to you, or to a teammate. Accounts are shown based on CRM assignment as set up by your admin, so more than one teammate can see the same account.

To see only your accounts:

1. From the left sidebar, click Engagement, and select Accounts.

2. Click Show filters.

3. Click the Account assignee filter.

4. Select your name as the field value.

Tip:

To see another person's accounts, select their name instead.

Note:

Depending on your admin's setup, you may see accounts based on fields other than ownership. For example, you might see 100 accounts: 80 where you are the account owner and 20 where you are the sales development representative. If you aren't seeing accounts you think you should, talk to your admin.

Filter the accounts list

Filter on any account CRM field that is imported to Gong, and the list shows only the accounts that match. If you don't see the CRM field you need, ask your admin to import it.

To filter the accounts list:

1. From the left sidebar, click Engagement, and select Accounts.

2. Click the add filter icon .

3. Choose a field, and set the value you want. You can choose multiple fields.

Note:

Gong keeps your filters until you clear them, so they are still there when you leave the page and come back.

Save and share filters

Save a set of filters to jump between different account lists while you work.

To save a set of filters:

1. From the left sidebar, click Engagement, and select Accounts.

2. Add the filters you want. Click the add filter icon for each field.

3. Click Save as.

4. Enter a name for the saved filter and click Save.

To switch between saved filters: Click the saved filters icon at the top left of the page.

To share a saved filter: Copy its URL, and send it to your team member.

Note:

Any saved filters you create are visible to all other team members.

Sort the accounts list

Sort accounts by CRM value to manage large account lists. For example, sort by engagement and fit scores from third-party vendors to identify and prioritize accounts with high conversion potential. Only numeric fields imported from your CRM are available for sorting, and you can change the order between ascending and descending.

Note:

By default, accounts are sorted by name. Gong keeps the sorting you chose, so it is still there when you leave the page and come back.

Frequently asked questions