---
title: "Working with the account panel"
slug: "working-with-the-account-panel"
updated: 2026-11-03T16:37:28Z
published: 2026-11-03T16:37:28Z
canonical: "help.gong.io/working-with-the-account-panel"
---

> ## 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.

# Working with the account panel

> **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](/v1/docs/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:**

1. From the left sidebar, click **Revenue**, and select **Accounts**.
2. Click an account name.

> [!NOTE]
> 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:**

1. Open a call.
2. 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:**

1. From your home page, click **Prepare for upcoming meetings**, and select a meeting.
2. 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]
> 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** ![Actions menu icon](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-11-04T14%3A09%3A29Z&se=2026-11-04T15%3A09%3A29Z&sr=c&sp=r&sig=uzmvtwrjYL1C12GDJw4piQz69QMdujcrv3Rm8zNBl4s%3D) icon, and select **Edit account view**. Learn more about [customizing your Account console view](/v1/docs/customize-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](/docs/working-with-the-account-panel#where-to-access-the-account-panel), and click **Go to account**.

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).

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 unified workspace that brings together account activity, AI insights, and CRM data in one place. [Learn more about the Account console](/v1/docs/view-and-manage-accounts-with-the-account-console).

Gong’s AI-driven sales engagement solution that helps sales teams prioritize, personalize, and automate outreach activities to accelerate their pipelines. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).