Business admin
Any Gong plan*
Company settings > Customize analysis > Categories
Use categories to group calls so that you can view and compare statistics for different team members and teams. Create categories based on any fields that are available in the Search page. For example, CRM opportunity stages, specific teams, and more.
Add a call category
There are two ways to add call categories: from your company settings page and from the Team page in the Insights tab.
From the company settings page
Go to Company settings > Categories and click + Add new category
You'll be brought to the bottom of the category list, where your new category has a default name.
Enter a new category name, one that will be meaningful to the people who'll be using the category.
Click Add / edit filters to choose which calls you want to collect in the category.
From the Team stats page
Click Insights > Team.
Click on the category field in the top right corner to open the dropdown menu and click + Add a category.
You'll be brought to the Categories page. Click +Add new category.
You'll be brought to the bottom of the category list, where your new category has a default name.
Enter a new category name, one that will be meaningful to the people who'll be using the category.
Click + Add / edit filters to choose which calls you want to collect in the category.
Rename a category
Go to the Categories page and hover the card of the category you want to rename.
Click
beside the category name and enter the new name. Click 
to save.
Edit category filters
Go to the Categories page and hover the card of the category you want to edit.
Click the Add / edit filters button and select the filters you want. Click Save.
Move a category
To change of the order in which categories appear on the Team page, re-order
To change the order in which categories appear on the Team page, click Company settings > Customize analysis > Categories and hover the category card.
Click
and drag the category into the order that you want.
*The features available to you depend on your company’s plan and your assigned seats.