Who can use this: Tech admin, MS Dynamics admin
Available on: Any Gong plan
Installing the Gong for Dynamics app creates the Flow custom object in MS Dynamics. The Flow object fields are:
Name | Type | Notes/Description |
|---|---|---|
Added to Engage Flow By | Single line of text | The team member who added the contact to the flow |
Contact Name | Lookup | The name of the contact added to the flow |
Date Added to Engage Flow | Date only | The date the contact or lead was added to the flow |
Engage Flow Id | Single line of text | The Id of the Flow in Gong |
Engage Flow Instance Id | Single line of text | The Id of this instance of the flow |
Engage Flow Name | Single line of text | The name of the flow the task is associated with |
Engage Flow Owner | Single line of text | The name of the Gong user who owns the flow |
Engage Flow Status | Choice | The status of the flow the contact is in. For more details, see Flow statuses in your CRM. |
Engage Last Step Completed Date | Date only | The date the previous step in the flow was completed |
Engage Step Attempt Id | Single line of text | The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call. |
Engage Step Due Date | Date only | The date the current task is due to be completed. For example, if the step is to make a phone call, this field shows the date the call should be made. |
Engage Step Number | Single line of text | The step number in the flow the task is associated with |
Engage Step Subject | Single line of text | The subject of the step in the flow |
Engage Step Type | Single line of text | The type of step the contact is in |
Lead Name | Lookup | The name of the lead added to the flow |
Opportunity | Lookup | The opportunity associated with the flow |