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Working with Gong Engage requires an Engage seat, mainly for reps. Notes can be added to accounts, contacts, or leads within Engage to track important information and collaborate with the team. Notes can be synced to the CRM by the admin. Access notes about accounts from the Accounts section, and about contacts or leads by clicking on their name. Notes related to calls are labeled for easy access, and only the creator can edit or delete them. Team members with access to the account can view but not edit notes, while admins cannot edit or delete others' notes.
Note
Working with Gong Engage requires an Engage seat.
Who's this for? Reps
Where to go? For notes on accounts: Sidebar > Engage > Accounts | For notes on contacts or leads: Anywhere in Engage
Throughout Engage, you can use notes to keep track of important information that will help you stay on top of deal progress. Notes also make it easy to collaborate with your team.
You can create and view notes about a specific account or a specific person. You do not need to be the owner of an account, deal, contact or lead to add a note to that object.
Syncing notes to your CRM can be enabled by your admin. When enabled, every note written in Engage is attributed to the standard Note object and the contact/lead/account-associated notes in the CRM.
Where to access notes in Engage
Access notes about an account:
From Accounts: Each account has a Notes tab, where you can see all the notes related to this account left by you or your teammates
While writing an email in the email composer
While making a call in the dialer
Access notes about a contact or lead:
From anywhere in Engage: Click on someone's name to open person view, where you can see any notes you and your teammates have left that are related to this person
While writing an email in the email composer
While making a call in the dialer
Navigate to the relevant call directly from a note
If a note was taken in the context of a call, a purple call label will automatically get added to the note. If you want to review that call, click on the label and the call opens in a new tab.
Who else can see and edit my notes?
Any team member with access to the account can see your notes, but not edit them. Only the creator of a note can edit or delete it. Admins can't edit or delete another person's notes.