---
title: "View and manage accounts with the Account console"
slug: "view-and-manage-accounts-with-the-account-console"
updated: 2026-04-14T19:30:20Z
published: 2026-04-14T19:30:20Z
---

> ## 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.

# View and manage accounts with the Account console

> **Who can use this**: Any team member
> 
> **Available on**: Gong Foundation, Gong Forecast

The Account console is the single source of truth for account activity and information in Gong. It brings together Gong AI insights, recent account activity, CRM data, and integrations into one unified workspace, so revenue teams can quickly understand what’s happening, collaborate, and take action from one place.

Whether you’re researching an account, managing an active deal, or stepping in to support a customer conversation, the Account console helps you:

- **Stay up to date on every account**: Understand account status, open deals, stakeholders, and recent customer activity–at a glance.
- **Access complete account context**: View AI summaries, activity history, CRM data, and integrated tools (like Sales Navigator) directly from Gong, and without leaving your workflow.
- **Support handoffs and cross-team collaboration**: Get a shared, reliable view of account history, interactions, and stakeholders so transitions are seamless.
- **Research and qualify accounts faster**: Build a clear picture of an account before first outreach using AI Briefer, recent activity, and integrated data sources.
- **Get aligned before high-stakes conversations**: Sales leaders, managers, and supporting roles can quickly get up to speed on account health, deal progress, and recent engagement before joining customer interactions.

> [!NOTE]
> Note:
> 
> Collaborators (non-licensed users) can see the activity timeline, providing essential account visibility. They do not have access to the new account console functionality in any plan.

## Understanding the Account console layout

The Account console is organized into clear sections so you can quickly find the information you need.

![Overview of BitForge CRM with account details and recent activities displayed.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Activity console - Last recorded call.png)

### Header

The header provides quick actions and remains visible throughout the Account console.

1. [Ask anything](https://help.gong.io/docs/pipeline-review-ask-anything-about-a-deal-or-account#from-the-account-page): Get AI-powered insights about the account or specific deals.
2. Quick links: Open the company website, LinkedIn, and Sales Navigator.
3. Subscribe to account updates: Click ![Notification_success (1).png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Notification_success%20(1).png) to receive weekly email updates.
4. More actions: Click ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg) to open the account in your CRM.

### Navigation tabs

The navigation tabs divide the Account console into clear areas, making it easy to find and work with different types of account information.

1. **Overview**: Your at-a-glance view of the account, including account details, AI Briefer, deals, and recent activity.
2. **Activity**: The complete activity timeline showing all interactions, including calls, emails, CRM updates, and digital engagement.
3. **Briefs**: Your default brief will appear in the tab. Click **Change brief** to select and generate a different [AI account or deal brief](/v1/docs/catch-up-quickly-with-the-ai-briefer).
4. **Contacts**: Available with Gong Engage.
  - View contacts for the account.
  - [Add contact to a flow.](/v1/docs/working-with-flows)
  - Click on a name to open the full Contact panel.
5. **To-do’s**: Available with Gong Engage.

View [To-dos](/v1/docs/understanding-to-dos) related to the account, including required action, contact, due date, and assignee. Click **+ New to-do** to add a task.
6. **Notes**: Available with Gong Engage.

[View notes](/v1/docs/using-notes) added by team members or add a note about the account and click **Save**.
7. **CRM**: Available with Gong Engage.

Click ![Vector (1).svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Vector%20(1).svg) to update CRM fields directly from the Account panel. Click **Show/ Hide** fields, then **Apply** to customize which fields are visible.

> [!NOTE]
> Note:
> 
> - Gong checks your CRM permissions and validation rules before applying updates.
> - This capability is controlled by the **Update CRM fields** permission. Contact your Tech admin for support.
> - You will need to sign in to your CRM the first time.
> - Editing is supported for Salesforce, HubSpot, and Dynamics 365.
> - Some Dynamics 365 fields may have editing restrictions
> - In HubSpot, updates made in Gong override HubSpot field permissions

1. **Apps**: Direct access to integrated third-party tools (when activated by your company), including Sales Navigator, MadKudu, Crossbeam, 6sense, and more.

### Overview tab

The **Overview** tab highlights the most important account information through widgets:

1. **Last recorded call**: Quickly access the most recent recorded call for the account. Click the card to open the call page and review the latest conversation without switching to the Activity tab.

> [!NOTE]
> Note:
> 
> Only completed, recorded calls that have been analyzed by Gong and belong to your current workspace will appear in this section.
2. **Account details**: View essential information from Gong and your CRM in one place, including account type, owner, and last activity date. The activity visualization helps you spot engagement patterns and identify gaps that may need attention.
3. **Get briefed**: [Generate AI-powered summaries](/v1/docs/understanding-ai-briefer) to quickly understand account context—especially useful when:
  - Taking over an account
  - Researching and qualifying accounts
  - Reviewing account health during renewals
4. **Deals**: See all open and recently closed deals related to the account. Click any deal to open the activity tab filtered by the deal.
5. **Recent activities**: View a snapshot of recent account engagement from the last 21 days.
  - Toggle **Calls only** to show only call-related activities. This helps you quickly review what was discussed in conversations without distraction from other activity types.
  - Click any activity to view full details.

### Activity tab

The Activity tab preserves all the functionality of the previous account page, so your existing workflows remain unchanged. It includes:

- Filter bar
- Activity timeline
- Activity history
- Comments

### Filter bar

The filter bar lets you refine the activity timeline and feed. To remove a filter, click the **X** next to it. Filter options include:

![Interface displaying deals with options to filter and select specific entries.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Filter bar(3).png)

1. **Select a deal**: Click **V** to choose from all deals for the account.
2. **Activity key**: Hover over ![Question light.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Question%20light.svg)**to view the timeline legend. Click **Customize** to control what appears in grey bubbles, such as:
  - Activities from 3rd parties.
  - All account activity (when viewing a particular deal).

![Customize activity view options for tracking account and seller activities in deals.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Customize activity view 2.png)
3. **Search text**: Search for a word or phrase and highlight matching activity.
4. **Filter by person**: Filter by customer or teammate using name or role to view specific interactions and quickly understand engagement. You can select multiple users and contacts.
5. **Calls only**: Show only call-related activities.
6. Click ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg) to customize the activity view (see no. 2 above).
7. You can view contact details by clicking the **+**next to your company or account name, or from any contact name shown in the Activity tab. Hover over the contact and click **View**.

![User interface showing team members and their roles in BitForge organization.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/contact.png)

### Activity timeline

The timeline spans from account creation to 12 weeks into the future and shows activity in two tracks:

- Your activity (purple) - Your company's interactions
- Account activity (pink) - The account's engagement and responses

Use this key to understand the interactions:

| Activity type | Symbol |
| --- | --- |
| Your activity | ![A simple purple circle representing a concept or idea in a visual format.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/purple bubble.png) |
| Prospect’s activity | ![A pink circle is displayed prominently in the center of the image.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/pink bubble.png) |
| Call (and other activity) | ![A phone icon indicating contact information for customer support or inquiries.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/call and other activity.png) |
| Future call | ![A phone icon within a circular outline, indicating contact information or communication.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Future call.png) |
| Received activity (email or SMS) | ![A pink circle centered in a blank white background, emphasizing simplicity and focus.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Pink circle.png) |
| Other interesting activity (customizable) | ![A simple gray circle representing a point or marker in a visual context.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/grey bubble.png) |

Timeline navigation:

- Bubbles represent calls, emails, CRM updates, and engagement events, depending on your Gong integrations..
- Larger bubbles indicate higher activity.

You can:

- Move through time using navigation arrows
- Switch between day, month, quarter, and year views
- Click a bubble to zoom into a smaller time range

You can also get ready for upcoming meetings with [AI meeting prep page](/v1/docs/get-ready-for-meetings-with-ai-powered-meeting-prep):

1. Find future scheduled meetings.
2. Click **Prepare** to access the AI meeting prep page.

![Overview of Acme's new business timeline and upcoming commercial discussion preparation.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Account page(3).png)

### Activity history

Located below the timeline, the activity history shows a chronological list of interactions, including:

- Meetings and calls
- Emails and invitations
- Digital interactions
- CRM updates
- Text messages

> [!TIP]
> Tip
> 
> - Click any item to open details on the right.
> - Hover over a name to view role, email, and Sales Navigator link
> - [Emails are labeled](/v1/docs/view-gong-email-labels) by subject for quick scanning

### Comments

Use comments to collaborate with teammates on account activities:

1. Click ![comment dark.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/comment%20dark.svg).
2. Set the date and visibility (public, specific people, or only me).
3. Add your comment and press **Command** + **Enter**.

![Comment section showing a message from Alex Castillo about product feedback.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/comments(1).png)

When you comment, you'll automatically receive notifications for future comments on that account.

### Apps tab

Access connected third-party tools directly from the Account Console to avoid switching platforms and stay focused on the account. Depending on your company setup, you may see:

- Sales Navigator
- MadKudu
- Crossbeam
- 6sense
- Other connected tools

## Accessing the Account Console

There are various entry points to view the Account Console. Here are the main access points:

### Account console view

#### The search bar

Enter the account name and select it using ![Buildings.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Buildings.png).

![Search bar displaying 'Credax' with dropdown options for accounts and contacts.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Top toolbar(1).png)

#### Deal board

1. Go to **Revenue** > **Deals**.
2. Click a company name to open the deal panel.
3. Click **Review account**.

![User interface of Credax showing account review and activity options.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/From deal panel.png)

#### From email digests

Open the Account Console directly from links in daily or weekly digest emails and account update notifications.

### Account panel view

The Account panel gives you fast access to key account information without leaving your workflow. It reduces context switching and provides a consistent entry point into the Account Console.

![Overview of accounts with details for BitForge and associated activities and metrics.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Account panel(1).png)

The panel includes:

- Ask anything
- Account overview, including open and recently closed deals
- Activity
- AI Briefer
- To-do’s
- Notes
- CRM

Click **Go to account** at the top to open the full Account Console.

You can view the Account panel from here:

#### Account boards

1. Go to Revenue > Accounts.
2. Click an account name.
3. The panel opens on the right.

> [!NOTE]
> Note:
> 
> Account boards are available on Forecast essential plan.

#### From the call page

While viewing any call, click ![Buildings.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Buildings.png)*.*

#### From prepare for meeting page

Click ![Buildings.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Buildings.png).

Any team member can access this feature if they have the required permissions.

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. 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).