Review accounts in the Account console

Who can use this: Any team member

Available on: Gong Foundation

Ideal for: Sales rep, Sales manager

Once you open the Account console, review the Overview tab for the account's current status, the activity timeline for its history of interactions, and the Briefs tab and Gong Assistant for context about the account. Learn how to open the Account console.

Review the Overview tab

The Overview tab opens automatically when you open the Account console. It gives you an account snapshot without digging into the full timeline, covering the last 21 days of engagement activity, open deals, and AI-generated context in one view.

The Overview tab contains:

• Last recorded call: The most recent analyzed call in your workspace for this account

• Account details: Key CRM fields for the account as configured by your admin, including owner, account type, and last activity date

• Get briefed: Launch an AI-generated brief for the account. Select the brief type and time period to get a summary tailored to your use case.

• Deals: Open and recently closed deals associated with the account. Click a deal to filter the Activity tab to show only activity related to that deal.

• Recent activities: The last 21 days of interactions. Click the Calls only toggle to narrow the view to calls.

Browse the activity timeline

The Activity tab shows the account's full interaction history from account creation to 12 weeks ahead, including calls, emails, meetings, CRM updates, and digital interactions. Review it to understand the history of a relationship and identify gaps or upcoming opportunities.

Navigate the timeline

The timeline has two tracks: your company's activity in purple and the account's activity in pink. Larger bubbles indicate higher activity volume.

To navigate the timeline:

1. Open the Account console for the account you want to review.

2. Click the Activity tab.

3. Click the arrows to move forward or back in time.

4. Click the day, month, quarter, or year selector to change the time scale.

5. Click a bubble on the timeline to zoom into a smaller time range around that activity.

6. Click any item in the activity list below the timeline to open its details on the right.

Tip:

Hover over a person's name in the activity list to see their role, email address, and a link to their Sales Navigator profile.

Filter the timeline

Narrow the timeline to focus on the interactions most relevant to your review.

To filter the timeline:

1. Open the Account console for the account you want to review.

2. Click the Activity tab.

3. Select any of the following filter options:

   • Filter by deal: Select a deal from the deal filter at the top of the tab. The timeline and activity list update to show only activity linked to that deal.

   • Filter by person: Enter a name or role in the person filter. You can select multiple people.

   • Search text: Enter text in the Search text field. Matching items are highlighted in the timeline and activity list.

   • Calls only: Click the Calls only toggle to show only call-related activities.

4. (Optional) To remove a filter, click the X next to it.

Tip:

To change what the activity key shows, hover over the key to see the legend, then click Customize. In the Customize activity view dialog, select Show activities between sellers and 3rd parties per deal, Show all account activity, or both. Your selections change which activities appear in the gray bubbles.

Add a comment

Comments can be public, shared with specific people, or visible only to you. Adding a comment automatically subscribes you to future comment notifications for this account.

To add a comment:

1. Open the Account console for the account you want to review.

2. Click the Activity tab.

3. Click the comment icon.

4. Set the date.

5. Choose who can see the comment:

   • Public

   • Shared with specific people

   • Only you (author)

6. Enter your comment and press Command + Enter to save.

Prepare for a meeting

Scheduled meetings appear as upcoming activity on the timeline. Open the meeting preparation page directly from the timeline to get AI-generated prep materials for the account.

To prepare for an upcoming meeting:

1. Open the Account console for the account you want to review.

2. Click the Activity tab.

3. Find the upcoming meeting on the timeline or in the activity list.

4. Click Prepare to open the meeting preparation page for that meeting.

Change your brief

The Briefs tab shows the default brief configured for your workspace. Change the type, scope, or time period to get an AI summary tailored to your current goal.

To change your brief:

1. Open the Account console for the account you want to review.

2. Click the Briefs tab.

3. Click Change brief.

4. Select the following:

   • Select a brief type.

   • Select a scope.

   • Select a time period.

5. Click Get briefed.

Use the Gong Assistant

The Gong Assistant is an AI chat panel on the right side of the Account console, automatically scoped to the account you are viewing. Ask it questions about account history, deals, stakeholders, or engagement to get contextual answers without leaving the Account console.

The Gong Assistant is available to team members with Assistant access. Learn more about access by team member type.

To use the Gong Assistant:

1. Open the Account console for the account you want to review.

2. Click Assistant in the Account console header to open the panel.

3. Type your question and press Enter.

4. (Optional) Click the Show history icon to see earlier conversations.

Subscribe and header actions

The Account console header has quick account actions that don't require navigating to a tab.

• Subscribe to updates: Click the bell icon to receive weekly email notifications about account activity. Click again to unsubscribe.

• Quick links: Click the website, LinkedIn, or Sales Navigator icons in the header to open those pages for the account directly.

• Open in CRM: Click the Actions menu, and select Open in CRM.