Who can use this: Business admin
Available on: Gong Forecast Forecast Essentials
Ideal for: RevOps
Required permissions: Create, edit, and delete boards
After your boards are set up, you can update their configuration at any time, copy one to adapt it for a different team, or permanently delete boards that are no longer needed.
Find a board
Search for a board by name to edit, duplicate, or delete it. Anyone with the "Create, edit, and delete boards" permission can edit or delete any board in the workspace.
To find a board:
From the left sidebar, click Revenue, and select Accounts.
Click the Board actions menu icon at the top right, and select Manage account boards.
Enter the board name in the Search field.
Tip:
You can also click the board name at the top and use Search boards, or click Manage Boards in the board selector.
Edit a board
Editing opens the same builder used to create the board. Changes apply immediately for everyone when you save.
To edit a board:
From the left sidebar, click Revenue, and select Accounts.
Click the Board actions menu icon at the top right, and select Manage account boards.
Click the Actions menu icon next to the board, and select Edit board.
In the left panel, click the section you want to update, and make your changes:
Details: Controls the board's name, team member field, aggregation, and date field.
Tabs: Controls account grouping by filter logic.
Columns: Controls which fields appear in the account grid.
Briefs: Sets the default AI brief type and time period.
Click Save.
Tip:
For full guidance on each section, see creating an Account board.
Tip:
You can also open a board for editing directly from the board view. Hover over the help icon next to the board selector and click Edit account board. Only people who can manage boards see it.
Duplicate a board
Duplicating copies the board's full configuration, including tabs, columns, and brief settings. Adjust the name and any settings before saving. Nothing is created until you save.
To duplicate a board:
From the left sidebar, click Revenue, and select Accounts.
Click the Board actions menu icon at the top right, and select Manage account boards.
Click the Actions menu icon next to the board, and select Duplicate.
Update the name and adjust the configuration as needed.
Click Save.
Delete a board
Deleting a board removes it permanently. Deleted boards cannot be recovered.
To delete a board:
From the left sidebar, click Revenue, and select Accounts.
Click the Board actions menu icon at the top right, and select Manage account boards.
Click the Actions menu icon next to the board, and select Delete.
In the Delete board confirmation, which says "This cannot be undone," click Delete.