Sales rep
Gong Engage*
To-dos are reminders and tasks that contain a description, assignee, due date, and actions you can take. They help you track and manage tasks throughout your day, ensuring nothing falls through the cracks.
To-dos can be generated several ways:
Gong-recommended to-dos. Gong identifies potential actions you might want to take with prospects and customers, picking up on action items that were mentioned on the call by you or other attendees and surfacing them in the to-do to make sure you don't miss anything in your follow-up. With Gong letting you know about these actions, there’s less of a chance that something will slip through the cracks. Some of these to-dos are generated using AI.
Flow to-dos. These to-dos are generated by flow steps. They let you know when a flow step is due, and when flow events happen involving contacts or leads you’re assigned to.
To-dos created by you. One-off to-dos that you create for yourself also appear on your to-do list. You can link them to contacts, leads, accounts, and deals.
Once a to-do is created, it appears across Engage in places like the To-dos page, Accounts, person view, and if you're an opportunity owner, in Pipeline and individual deal pages. You’ll also receive to-do notifications in email and Slack, depending on your preferences.
As you work, to-dos guide your next steps. You can complete to-dos automatically by sending an email or logging a meeting, or mark them as complete manually if they require other types of tasks like LinkedIn messages or connection requests. If a to-do is no longer relevant, you can dismiss it yourself, or it may be auto-dismissed after a certain time period depending on the to-do type.
While you have full control over your own to-dos, you can also get insight into a teammate’s workload using the assignee filter, which provides a read-only view of their to-dos.
In Gong Engage, you can use to-dos to:
Generate critical tasks for you. Gong identifies potential actions with prospects and customers, generating to-dos automatically.
Get AI-powered recommendations. Some to-dos are generated using AI, providing insights you might have missed.
Centralize your task management. View and manage all your tasks within Engage, instead of switching tools.
Receive multi-channel notifications. Receive daily summaries of your to-dos via email and Slack, keeping you informed across platforms.
The types of to-dos you might see on your to-do list include:
Emails. These to-dos prompt you to send or reply to an email. They can be generated by Gong, flow steps, or one-off to-dos you create yourself.
Calls. These to-dos prompt you to make a call. They can be generated by flow steps or one-off to-dos you create yourself.
LinkedIn messages. These to-dos prompt you to send a message to a prospect through LinkedIn. They can be generated by flow steps.
LinkedIn connection requests. These to-dos prompt you to send a connection request to a prospect through LinkedIn. They can be generated by flow steps.
Tasks. These to-dos prompt you to complete a custom task. They can be generated by flow steps or one-off to-dos you create yourself.
Notification settings
You can customize when and where you receive daily summaries. Ensure your admin has set up the necessary integrations for Slack notifications if you prefer to receive to-do alerts there.
Learn more about using to-dos to improve your workflow
Check out the Gong Academy course on generating pipeline to learn how to-dos can help you manage your daily activities and prioritize the actions that are most critical for your pipeline's success.
*The features available to you depend on your company’s plan and your assigned seats.