Take notes during a call

With Gong recording your calls, you can focus on the conversation without having to take notes. For example, Gong automatically picks up points of interest in a call so you see what action items and questions were raised. Trackers automatically pick up concepts and phrases that you may have missed in the original conversation.

That said, if you still want to take notes in real-time, you can do this with the in-app notepad.

Tip: If your company is using the native Zoom recorder, you can use Gong app for Zoom

1. While on a conference call, go to the homepage and locate the live call in the Conversations widget.

2. Click Take notes.

   The notepad opens to the right of your screen.

3. Click Post Note when you've finished.

   Whatever you write is timestamped and appears in the comments section of the call.

Note: Your notes can be seen by anyone who has access to the call.

You can also automate Gong to add notes to tasks in Salesforce.

• In Salesforce, choose the push tasks to Salesforce option. This pushes live notes to the task.

  • When you take live notes via the notetaker the comments are processed when the call is uploaded to Gong

  • The notes are tasks, but they are included in the task for the call that is pushed. Note that this feature does not work for comments left after the call has already been uploaded to Gong - it works only with live notes.