Who can use this: Any team member
Available on: Gong Foundation
Ideal for: Sales rep, Sales manager
The account panel opens on the page you're already on, so you can check an account's status, activity, and follow-ups without switching pages. When you need more room to work, open the full Account console from the panel. Learn more about the Account console.
Where to access the account panel
The panel is available from account boards, calls, and meeting preparation, so you can open it from whichever page you're working in.
Account boards
Open the panel from an account board to check one account in a list without leaving the board. The panel opens on the right, next to the board.
To open the account panel from an account board:
From the left sidebar, click Revenue, and select Accounts.
Click an account name.
Note:
Account boards are available on Gong Forecast and Forecast Essentials.
Call page
Open the panel from a call to see the account the call belongs to, including its open deals and earlier activity.
To open the account panel from a call:
Open a call.
In the header, click the account name.
Meeting preparation page
Open the panel from the preparation page to review the account before an upcoming meeting.
To open the account panel from the meeting preparation page:
From your home page, click Prepare for upcoming meetings, and select a meeting.
In the header, click the account name.
Review account information in the panel
Use the panel's tabs to check an account's status, history, and follow-ups before you decide what to do next. The tabs you see depend on what your company has turned on.
Overview: Account details, the option to get an AI brief, and open and recently closed deals
Activity: The account's interactions over time, including calls, emails, and meetings
Briefs: An AI-generated summary of the account
To-dos: Tasks linked to the account (requires Gong Engage)
Notes: Team notes for the account (requires Gong Engage)
CRM: CRM fields for the account (requires Gong Engage)
Tip:
If you're a Business admin, you can change which fields and default brief the account view shows. In the panel, click the Actions menu
icon, and select Edit account view. Learn more about customizing your Account console view.
Open the Account console from the panel
Go to the Account console when you need the full account workspace. It opens in a new tab in your browser.
To open the Account console from the panel:
Open the account panel, and click Go to account.