--- title: "Track playbook progress in your deal pipeline" slug: "track-playbook-progress-in-your-deal-pipeline" updated: 2026-03-25T20:09:32Z published: 2026-03-25T20:09:32Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Track playbook progress in your deal pipeline > **Who can use this**: Any team member > > **Available on**: Forecast Essentials, Gong Forecast > > **Ideal for**: RevOps > **Where to go:**Revenue > Deals Once your [playbook has been set up](/v1/docs/how-to-create-and-manage-playbooks), follow these guidelines to get the best experience using playbooks directly on your deal boards. ## **Find your playbook** From the left sidebar, click **Revenue**, then select **Deals**. Open a deal board and look for the playbook column. It will be the name of the playbook your company uses. For example, MEDDICC, SPIN, or BANT. ![Pipeline overview showing deal amounts, activities, and MEDDICC scores for sales management.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Find your playbook.png) ## Open the playbook for the relevant deal Click on any letter on the board to open the deal panel on the right. Under the **Playbook** tab, you’ll see every element with a notes field and any AI suggestions. ![Overview of BitForge metrics and decision criteria for business development.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Open playbook(1).png) ## Complete your playbook elements Each element in the playbook is represented by the first letter of its name and appears in one of four possible statuses. Let's take a closer look at what each one means and the next steps you can take to stay on track: ### White No manual notes have been added for this element, and Gong’s AI source hasn't identified anything relevant in prospect interactions. We recommend these steps: - Review the element description by clicking **?** beside the element name, to see how to best fulfill the requirements, including suggested questions to ask during calls and demos. - Once you’ve added a note, click **Save**. Your element status will now change to light blue. ### White with a star No manual notes have been added for this element, but Gong’s AI has suggested content. You'll see it displayed under the note field. Here’s what you can do: - Under **AI note**, you can view Gong's recommendations. - When you hover over a suggested note, a chevron icon will appear. You can click the chevron to view the sources for that note. - You can also listen to the specific moment in the call by clicking on the date and the call will open in a new window at that timestamp. ![Nellas evaluates RealityCorp's solutions focusing on cost savings, data protection, and scalability.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Dropdown AI note.png) - Copy and paste the suggested note into the note field or use it as a springboard for writing your own note. - Click **Save**. Your element status will now change to light blue. #### Translating AI suggested notes AI-suggested notes and their sources can be translated into your chosen language as needed: - Click the current language and select another. ![Language selection dropdown showing various language options for user preference.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Change suggested note language(4).png) - You can then copy the translated text into the note field and **Save**, where it will stay in that language. - Your language preference remains active until you change it. - To set a default language for AI-generated content (where available), go to [My Profile](https://help.gong.io/v1/docs/my-profile#languages) and update your settings. ### Light blue A manual note has been added by the rep, which may or may not have been created using AI suggestions. The final step is to review the content and validate the comment by checking **Mark as validated**. Your element status will now change to dark blue. Whether the sales rep or manager can validate the content depends on your company's process. ### Dark blue The note in this element has been validated by either the sales rep or manager, depending on your company’s process. This indicates that the element is complete and confirmed. > [!NOTE] > Note: > > Only people with permission to edit the deal can save notes. If the element is synced with your CRM, you’ll need to have [CRM sync permissions](/v1/docs/about-permission-profiles) to save a note to your CRM. Any team member can access this feature if they have the required permissions. Gong’s Deal Execution package with full pipeline management, granular deal intelligence, and all the essentials needed for reality-based forecasting. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards. ## Related - [AI Deal Reviewer](/understanding-ai-deal-reviewer.md) - [How to create and manage playbooks](/how-to-create-and-manage-playbooks.md) - [FAQs: Playbook](/playbook-faqs.md) - [Understanding deal boards](/understanding-deal-boards.md) - [How to create and manage deal boards](/how-to-create-and-manage-deal-boards.md) - [Review your pipeline on a deal board](/review-your-pipeline-on-a-deal-board.md)