Manual association
- 1 minute read
- Contributors
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Manual association
- 1 minute read
- Contributors
- PDF
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This article describes how manual association works in Gong's new smart activity association mechanism.
What is "manual association"?
By default, Gong uses an algorithm to automatically associate conversations (email, call, SMS, and so on) to deals in an account. However, there may be a need to override the mechanism and manually associate an activity to a particular deal on some occasions.
When you manually associate an activity to a deal, you override all current and future associations on the activity. This means that Gong won't change the association when new information comes in, such as a new contact role, new opportunity, and so on.
Where can I associate manually?
All activities can be associated in activity timelines (found in the account page, the Deals Pipeline tab, and more), and calls can also be associated in call pages.
Associate deal activities manually
To add an activity to a deal
This action can be performed in the account page only.
Make sure that a deal is selected at the top of the account page.
Click the activity, and then at the top of the activity, click Add.
The activity is associated with the deal. If the activity is already associated to other deals, their association is not affected; the activity is associated with both existing deals and the one it was newly added to.
To remove an activity from a deal
This action can be performed in any location that shows the activity timeline. The activity timeline is always shown in the context of a particular deal.
Click the activity, and then click
> Remove from deal.The activity is removed from the deal. If the activity is associated to other deals, their association is not affected.
How to manually associate calls
As well as appearing in activity timelines where they can be manually associated as described above, you can also perform this action from the call page. This way gives you the option of associating/removing a call with multiple accounts and/or deals.
Go here to learn how to associate a call in the call page.
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