This action is especially useful for setting data capture for a team in bulk (or you can also make the change one-by-one)
Data capture settings determine which calls and emails are imported into Gong as part of your account information. The more data captured, the richer the timeline of the account, and the more you can achieve from Gong. Gong matches calls and emails to CRM data to associate them to opportunities and deals.
Set your team members' web conferences to be recorded by Gong, import recorded telephony calls, and import emails, or any combination of the three.
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In your company settings page, click Team Members.
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In the team members table, next to the relevant person, click
, and select one of the following:-
Turn on data capture settings for... (person's name) to turn on data capture for an individual
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Turn on data capture settings for... (person's team) to turn on data capture for a manager and their team
A dialog opens, displaying all data capture settings turned on by default. This indicates you're turning on recording of web conferences, and importing telephony system calls and emails for the individual or team.
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Make the required changes to the individual or team:
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Record web conferences: Record or do not record web conferences. Use this option to make sure this person or team is never recorded.
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Import non-recorded meetings : Your system may have been configured to only import meetings set to be recorded or all meetings, including those not set to be recorded.
Import is set up when connecting the Microsoft Outlook or Google Workspace integrations.
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Import telephony system calls: Import into Gong recorded calls that were made on telephony systems.
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Enable Gong Connect: (free beta) Specify if team members can use Gong Connect - learn more
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Import emails: Specify to import or never import emails sent/received by the individual/team.
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Change consent profiles: Change the current consent profile - learn more
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Change permission profile:
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If your org has multiple workspaces, assign a home workspace, and a permission profile per workspace. For more information, go here.
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To change the current permission profile, select a new one from the list.
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If making changes to a person's team, click Apply to individual contributors to restrict changes to people who are not managers under the selected person's hierarchy.
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Click APPLY.