Gong identifies actions you might want to take for each of your deals, called assists. In addition to the assists Gong suggests, you can add your own to-dos.
Use to-dos to set reminders for yourself, to plan your day, or to break down your next step for a deal into smaller action items. You’ll see a combined list of assists and to-dos you’ve added in Assist Hub main page and on individual deal pages.
Note that your to-dos are not currently synced with your CRM.
There are two places within Assist where you can create to-dos, in Assist Hub and on individual deal pages.
To add a to-do:
Click Assist from the top nav bar
Below each deal's details and recommended assists, click Add a new to-do and start typing
Hit Enter or click outside of the to-do to create it
Optional: Click When? to set a due date for your to-do
Whether you add a to-do from Assist Hub main page or a deal page, you’ll see the to-do in both places.
To dismiss a to-do, hover over a to-do and click the trash can on the right. To-dos can be reopened for 7 days after they’ve been dismissed. If they’re not reopened in 7 days, they’ll be permanently deleted.
When you’re ready, click the check mark on the left side of a to-do to complete it. To-dos can be reopened for 90 days after they’ve been completed. If they’re not reopened in 90 days, they’ll be permanently deleted.
Click on Assist from the top nav bar, and then select a deal to view a deal page. In the Things to do section, you can click on Show: Open to filter open, completed, or dismissed to-dos.
From any deal page, filter to-dos to show the ones you’ve completed or dismissed. Then, next to the to-do you want to reopen, click the arrow .
In Manager View, you can see the assists Gong is recommending to your reps for each deal, in addition to any to-dos they’ve added themselves. No need to worry about making changes to your reps’ data as everything in Manager View is view only.