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Set company default notifications

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Jeffrey Aftel
  • Updated

Set what notifications Gong users in your organization receive by default. Note that they can always change these settings whenever they want.

  1. Go to Settings > Notification settings.

  2. In the Calls area, set notifications on calls:

    1. In the Calls Summary area:

      • To send an email notification to all call participants after their call was processed, move the toggle to ON.

      • To send an email notification to managers when their team calls were processed, move the toggle to ON.

    2. In the Daily digest area:

      • To send a daily digest of upcoming calls, move the Upcoming calls toggle to ON. The digest contains the day's call schedule and includes links to recent calls with the relevant prospects.

      • To send a daily digest for calls made, move the Calls from the previous day toggle to ON. The digest contains a summary of calls each team member made that day.

      • To send a daily digest to managers of their team calls, move the Team calls from the previous day toggle to ON.

    3. In the Weekly digest area:

      • Calls from the previous week - turn on this setting to send a weekly digest for calls made. The digest contains a summary of calls each team member made that week.

      • Team calls from the previous week - turn on this setting to send a weekly digest to managers of their team calls.

        • Notice

          The Team calls from the previous week setting is only available to managers who had team members analyzed, and active with external calls, over the previous week.

  3. In the Comments area, set how individuals are notified about comments on their calls:

    Note: You can set notifications to either email, Slack, or both. You cannot turn the notifications off.

    1. Click the email to turn email notifications on Email-on.png, or off email_-_off.png.

    2. Click the Slack icon to turn Slack notifications on slack_-_on.png, or off slack_-_off.png.

    Each person receives an email / is notified in a personal and private Slack channel called Gong when:

    • Someone comments on a call they follow

    • Someone mentions them in a comment

    • Someone replies to their comment

    • Someone replies in a thread they participated in

    For more information on notifications on comments, go here.

  4. In the Deals area, toggle ON to send a weekly deals digest highlighting pipeline risk to subscribers and observers of deal boards.

  5. In the Forecast area, toggle ON to remind people in Slack when their forecast is due.

    The notifications are sent to quota-carrying reps and their managers, and managers above in the org. hierarchy.

  6. In the Gong Assist area, toggle ON to send quota-carrying reps assists to help them stay on top of their pipeline.

  7. In the Team area, set up coaching-related notifications:

    1. In the Coaching area, toggle ON to send managers a weekly notification about team coaching opportunities:.

    2. In the Director area, toggle ON to send managers of frontline managers a monthly notification on coaching metrics.

  8. In the Get the most out of Gong area, toggle ON to send people new to Gong some tips to get started.

    We'll send an email once a week for their first few weeks of using Gong.

  9. In the Admin Emails area, toggle ON to send Gong admins notifications on issues regarding calls recorded natively by Zoom.

  10. Click UPDATE.

    Your changes override any customized notification settings and is the default settings for anyone who subsequently joins your org.

    Note that individuals can update their notification settings at any time.

For more info, see Gong product emails.