Manual association
- 1 minute read
- Contributors
- DarkLight
Manual association
- 1 minute read
- Contributors
- DarkLight
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Gong associates conversations (emails, calls) with contacts, accounts, and deals in your CRM based on your association settings. However, in some cases, your reps may want to manually associate a conversation with a different account or deal.
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.
Manually associate activities with deals
To associate an activity with 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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