--- title: "View and work with Account boards" slug: "view-and-work-with-account-boards" updated: 2026-03-25T20:14:03Z published: 2026-03-25T20:14:03Z canonical: "help.gong.io/view-and-work-with-account-boards" --- > ## 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 work with Account boards > **Who can use this**: Any team member > > **Available on**: Forecast Essentials, Gong Forecast > > **Ideal for**: Sales rep, Sales manager, RevOps Account boards give you a clear, up-to-date view of the accounts in your organization. They help you review engagement, prioritize where to focus team efforts, and drill into account details, all from a single workspace. This article explains how to navigate Account boards, adjust your view, and explore account-level details. ## Navigate Account boards > **Where to go:**Revenue > Accounts Once Account boards are set up by your business admin, your company may have one or more boards available. Each board is designed to support a specific team, motion, or workflow—such as renewals, account reviews, or expansion planning. When you open the Accounts page, it opens to the last Account Board you viewed. ![Overview of revenue accounts with filters for team and period selection.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Overview.png) ### Select a board Click the board name to switch between boards. ### Choose whose accounts you want to see By default, this will be set to your name. Click **V** next to your name to: - Select a different member or team - Click + Select **multiple teams or members** to view more than one. Add the members or teams, then click **APPLY**. ### Set the view date range If the board includes a date field, you can filter accounts by time period (for example, Renewal date is this month or Activation date was last quarter). If you don’t see a date filter, the board wasn’t configured with a date field. Your admin can add one if needed. ### Filter the accounts Click **+ Add filter** to filter the board using available Account CRM fields. You can add multiple filters, and they apply across all tabs. ### Review accounts by tabs Tabs group accounts into meaningful buckets that support your account review workflow, such as Needs engagement, Churn risk, or Upsell opportunity. Each tab also shows aggregated metrics to help you quickly understand the overall status of that group. Click a tab to switch between different review perspectives. Hover over the ![Question light.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Question%20light.svg)**on the tab, to understand which accounts it includes: ![This tab displays accounts with CSM Priority as Tier 1 and Customer types.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Review account by tab.png) ### Sort view and scroll through accounts 1. Hover over a column header and click the arrow to sort (if available). 2. Use the controls at the bottom of the board to page through results or change how many accounts are shown (10, 20, or 50). ### Update CRM fields from the board You can update any CRM fields directly from a cell on the board. Updates sync immediately to your CRM. A green checkmark confirms the change. See notes under [**Update CRM**](/v1/docs/view-and-work-with-account-boards#crm). ### View Activity timeline If the board includes the Activity column, it shows a snapshot of recent account engagement from the last 21 days. ![Table displaying financial data for BitForge, Exemplar, and Acme with highlighted elements.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Activity timeline.png) The activity timeline shows recent calls, emails, meetings, and other interactions captured in Gong. Click the activity cell to view a full timeline of all past and scheduled activities. Learn more about the [Activity timeline](https://help.gong.io/docs/view-and-manage-accounts-with-the-account-console#activity-timeline). ## Drill into accounts Click an account name or Activity timeline to open the account panel, where you can access deeper account context without leaving the board. The Account panel provides multiple tabs to explore account details. ![Overview of accounts managed by Alex Castillo, highlighting BitForge's details and activity.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Account drawer.png) ### Ask anything [Ask Anything](/v1/docs/pipeline-review-ask-anything-about-a-deal-or-account)uses Gong's AI to analyze conversations and activities associated with the account and answer natural-language questions. It's available from anywhere in the Account panel. ### Overview The **Overview** tab highlights the most important account information through widgets, including: - **Account details** such as account type, owner, and last activity date. - **Engagement visualization** to help spot patterns or gaps. - **Deals** showing open and recently closed opportunities. Click any deal to open the [Account console](/v1/docs/view-and-manage-accounts-with-the-account-console) activity tab filtered to that deal. - **Get briefed**: Generate [AI-powered briefs](/v1/docs/catch-up-quickly-with-the-ai-briefer) to quickly understand account context, for example–when taking over an account or preparing for a renewal. The default brief is configured by your admin, and appears on the Briefs tab but you can change the brief type, scope, or time period. ### Activity View all account interactions such as calls, emails, meetings, and CRM activity, both past and scheduled. Use **+ Add filter** to filter by **Activity type** or **Tracker**. Click any activity to view full details. Learn more about [the Activity timeline](https://help.gong.io/docs/view-and-manage-accounts-with-the-account-console#activity-timeline). ### Briefs View an [AI-generated brief](/v1/docs/catch-up-quickly-with-the-ai-briefer)of the account. By default, this uses the brief template configured by your admin. Click **Change brief**to: - Select a different brief type - Adjust the time period - Choose account-level or deal-level scope - Focus on specific time ranges ### To-do’s Available with Gong Engage. [View To-dos](/v1/docs/working-with-todos) related to the account, including required action, contact, due date, and assignee. Click **+ New to-do**to add a task. ### 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**. ### 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] > Notes: > > - 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 ### Review full Account console From the account panel, click **Go to account** to open the [full account page](/v1/docs/view-and-manage-accounts-with-the-account-console)where you can access: - **Overview**: Account details, AI briefs, deals, and recent activity. - **Activity**: The full Activity timeline including calls, emails, CRM updates, and digital engagement. - **Apps**: Integrated third-party tools (when enabled), such as Sales Navigator, MadKudu, Crossbeam, and 6sense. 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 quota-carrying sales representative who manages client relationships. Reps can be Account executives (AEs) or Sales Development Representatives (SDRs). A team member who manages a team of sales reps. A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.