Who's this for? Reps
Within Engage, you get complete account context to help you understand which ones need your attention. You can search and filter your accounts list, see any recent engagement you should know about, and review account notes and activity.
The Accounts page is your go-to place for viewing all information about the accounts you want to see, including contacts, activity, to-dos, and more. Click an account name from the panel on the left to open up its details.
By default, the accounts are already filtered to show only accounts that are assigned to you. To see all accounts, remove the Assigned to filter.
To bring back the Assigned to filter, click Add filter on the left-hand side above the list of accounts. Select the Assigned to filter, and then select the person whose accounts you want to see. If you want to see only your accounts, select You as the field value.
Accounts you see on this page are shown based on CRM assignment, as set up by your admin. This means multiple teammates might see the same account. If you aren't seeing accounts and you think you should be, talk to your admin.
On the Accounts page, you can use filters to see only the accounts that match certain criteria. You can filter by any account CRM fields that are imported to Gong. If you don't see the CRM field you need, reach out to your admin to import it.
You can choose multiple fields to filter by. We'll keep them for you until you clear them, so that even if you leave this page, the filters you chose will still be there when you come back.
Take down notes about an account for you and your teammates to refer back to. You can add a new note from the Accounts page by clicking +New > Note at the top right, or from the Notes section when clicked into a specific account page. All notes related to the account will be presented in this section, sorted by date last edited.
Notes must be linked to a specific account. In addition, you can link a note to specific contacts. Any team member with access to the account can also see your note, but not edit it.
Notes are not currently synced to your CRM.
See recent engagement: Click the lightning bolt at the top right to see a combined list of all the digital interactions that occurred across your accounts over the last 14 days, helping you gauge signs of interest and find the right moment for a follow-up. Digital interactions are any interactions your contacts or leads had with calls, emails, 3rd party apps and more.
Gong automatically shows you any time someone viewed an email, viewed a shared call, or clicked on a link in an email sent from the Gong email composer. In addition, there are tons of 3rd parties you can ask your admin to connect to. Connecting with these 3rd parties gives you more insight into contact and lead activity, from taking a survey to viewing a contract.
See a blue lightning bolt next to someone's name? Hover it to see their recent digital interactions.
From the Accounts page, click on an account from the list on the left to review its activity.
Open an account in your CRM: See an account in your CRM directly from any account page. Click in the top right corner.
Review an account's activity timeline: Need some context? Click in the top right corner to see the account’s related deals and activity timeline. You can scroll through the account’s activity timeline to see any communications that were exchanged by an account or an individual person. Each activity card in the timeline gives an overview of the activity. Click a card to see more detailed information per activity in the right pane.
See who owns an account: Collaborating on an account? Find out who the account owner is, listed next to the account name at the top left. This is mapped to the owner field in the CRM.
Activity section: In the Activity section, you'll see the account's activity for the last 21 days. To view all account activity, click See all activityor Review account in the top right corner.
Contacts section: By default, you can see contacts under accounts you have access to. Hover the name of any contact to see details such as email address, phone number, and more.
By default, the list of contacts is sorted by most recently created or updated.
As a part of reviewing account activity, you might find it helpful to listen back to calls you or your teammates had. Save time with call spotlight, visible when you open any outbound call in English. Call spotlight shows you everything you need to know about the call at a glance, including:
Basic call info: This includes date, length of call and participants.
Outcome: Was a meeting booked? Should you follow up soon? Did you reach the wrong person? See this info right away, so you know how the call ended.
Next step: Did the call end with an action item? Could be something like “Send an email with meeting details” or “Follow up in 4 months”. If there are no next steps, you'll see "No further action".
Call brief: Click this tab to see a short summary of the call.
Prospect highlights: This includes anything the prospect said that may be helpful for follow up. For example, if they mentioned that someone is on holiday or if there have been layoffs recently.