Who's this for? Reps
Here are some ways you can use Engage to find the right people to reach out to, ensure you have the right contact details you need to engage with them, and update CRM information from directly within Gong.
In the People page, you can view, manage, and reach out to all of your contacts and leads directly from Gong. This page contains all contacts and leads your company works with, but it's filtered by default to show only contacts or leads that are assigned to you. To show all contacts or leads instead, remove the Assigned to filter.
To bring back the Assigned to filter, click Add filter and select Assigned to, 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.
At the top, you can toggle between contacts and leads, and search for people based on their name, title, or company. Hover someone's name to see details such as email address, phone number, and more.
Filter the list of people
Use filters to see only people that match certain criteria. You can filter by any account CRM fields that are imported to Gong.
Contacts can be filtered by both contact fields and account fields, while leads can only be filtered by lead fields. 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.
Filter people by flow fields
If your company has set up Engage flow fields in your CRM, you can filter according to flow status fields. For example, filter by people that are actively in a flow, people that are not in a flow, a specific flow/step, and more.
To do this, click Add filter and search for a field, such as 'Current flow ID'. If you don't see flow status fields, talk to your admin.
To view activity and update someone's contact details, click on their name from anywhere within Engage to display person view in a side panel.
From person view, you can:
View their LinkedIn Sales Navigator profile: Click on the compass icon to see their LinkedIn Sales Navigator profile directly in Gong
See whether or not they're in your CRM: If they're not in your CRM, a message appears when hovering the cloud icon. Once added to a flow, the person will be added to your CRM automatically, and you can open their profile in your CRM directly by clicking on the cloud icon
See their address and time zone: Knowing where someone is located not only helps break the ice, but it also helps you avoid calling during someone's non-working hours
Quick call or email: While gathering information about someone, you can send an email or make a call right away
See recent activity with the person: See whether you or your teammates have interacted with the person, including dialer calls. View all activity with the person by clicking Show all activity on the right
Update contact information: As you get new information about people, you can edit, add, and remove phone numbers and email addresses to keep their contact information up to date. If you see numbers and emails that are in person view in Gong and are not pushed to your CRM, this may be because you've added more numbers and emails than your admin has defined in your company's settings.
If you don't have permission to edit contact information and you think you should, talk to your admin
Mark phone numbers and email addresses as valid/invalid: Next time you or your teammates want to reach out to this person, you'll know right away which is the best number or email address to use. To mark as valid/invalid, go to the Contact info section, hover over the number or email and click on the marker icon. This is not currently synced to your CRM
Mark someone as do not contact: Click on the far right of the top section and select Mark as do not contact. Learn more about what happens when you mark someone as do not contact
Create and view notes about the person: In the Notes section, see notes your teammates have left about the contact or lead, or add and edit your own. Notes are not currently synced to your CRM
View, update, and add/remove CRM fields: In the CRM section of person view, you can view and update the relevant CRM fields on the spot, without having to open your CRM. You can also add and remove fields depending on what you want to see. Make sure you're logged in to your CRM to view and edit CRM fields in Engage.
Adding and removing CRM fields only affects what you see, not what your teammates see. If you add or remove fields for a contact, that new list of fields will be shown for other contacts as well. If you work with leads and you add or remove fields for a lead, the new list of fields will be shown for other leads.
If the CRM section is in read-only mode, you don't have the necessary permissions to update CRM fields. If you think you should, contact your admin.