Stay on top of your deals

Note

Working with Gong Engage requires an Engage seat.

Who's this for? Reps with open opportunities

Where to go? Sidebar > Engage > Pipeline

If you have open opportunities, meaning you're tagged as opportunity owner in your CRM, Pipeline is your place for qualifying those opportunities and understanding how to move them forward. From here you can click a deal name to see the full deal page with an overview, activity history, contacts and more, and update your CRM.

If you aren't seeing the Pipeline page and you think you should be, or if the Pipeline page is missing open deals you own, talk to your admin.

Deals list

On the left side of the Pipeline page, you have quick access to all your open deals.

See a notification beside a deal?

This means the deal has a new to-do. Clicking on the deal opens the deals page in the right panel, and you'll see the new to-do in blue.

Sort how you view your deals

Choose how you want to view your deals, according to which one has the newest to-dos, the highest value, closest close date, or highest engagement (most velocity of interactions such as calls and emails over the past 14 days).

Drill down into any deal

Click any deal, either from the panel on the left or the main panel, to open the deal page.

At the top, you’ll see editable fields that are automatically synced with your CRM. By default, these fields show the deal amount, close date and stage. Click the double-arrow icon or the CRM tab to edit additional CRM fields.

Below these fields, you’ll see 4 tabs: Overview, Activity, Contacts, CRM.

Overview

See open to-dos, upcoming meetings, and recent activity to keep you informed of account-related activity.

Deal to-dos

See to-dos relating to this deal, and filter according to open, dismissed and completed to-dos. New to-dos are blue; ones you’ve viewed but haven’t completed or dismissed yet are white.

Add a new to-do

For each deal, you have a list of your own to-dos that you can sort by due date, deal, or creation date. To add an item to this list, click Add a to-do. Click When? to select a due date. Read more about creating, prioritizing, and actioning your to-dos.

Upcoming meetings

If you or your teammates have upcoming meetings scheduled on this account, you’ll see them here. You can see who’s RSVP’d to the meeting (and who hasn’t) so you can act accordingly. You can also toggle between My meetings and Meetings without me to stay up to date on the account's activity.

Click a meeting and a panel opens on the right displaying more info to help you prepare.

Recent activity

See digital interactions, emails you haven’t responded to yet, emails you weren’t cc’d on, and calls you didn’t participate in from the past 14 days. For example, if an SDR reached out to the person or had a call with them, you’ll see it here.

You’ll also be able to see if an email you sent has been viewed, or a link in an email has been clicked.

Activity

See activities relating to this deal here, including calls, emails, digital interactions, and other interactions.

Contacts

See the names of everyone who’s been active in the deal. Hover over any name to see their details and recent activities on the deal. The moon icon shows their level of activity:

• Empty circle: No activity

• Quarter circle: Less than 10 activities

• Half circle: Between 10 and 20 activities

• Almost full circle: Over 20 activities

CRM

Update important deal info right from Engage, and it will be synced automatically with your CRM, saving you time and keeping your CRM up to date. You'll see several fields here by default, and can add additional fields by clicking Add / Remove fields.

Learn more about updating your CRM fields in Engage.