Add calls and snippets to a folder

Who can use this: Any team member

Available on: Any Gong plan

Make it easy for you and your team to find important calls quickly by saving them in folders. For example, if you've just finished a call with great objection handling, saving it in a folder shared with your team called Objection handling makes it easy for anyone to find when you want to revisit it.

Add a call to a folder from the call page

1. Go to the call page and click Add to icon > Add to Library in the panel at the top.

2. In the screen that opens, choose the folder you want to save the call in. You can also create a new folder from here. For more about folders, see this.

3. Add a note about the call you're adding. This note appears in the library, reminding you and your teammates why you saved the call.

4. Click Add call. The call is now in the library folder you selected, and anyone with access to the folder will see it.

Add calls to a folder from Search or Home

You can add individual calls or multiple selected calls to a Library folder directly from Search or Home, without opening the call page.

To add a single call:

1. In Search or Home, locate the call you want to save.

2. Click More actions icon and select Add to Library.

3. Choose the folder where you want to save the call. If you have permission, you can also create a new folder.

4. (Optional) Add a note explaining why you're saving the call.

5. Click Add call.

To add multiple calls:

1. Go to Conversations > Search.

2. Hover over the left of the call until a checkbox appears.

3. Select the calls you want to save.

4. In the floating action bar, click Add to Library.

   

5. Choose the destination folder. If you have permission, you can also create a new folder.

6. (Optional) Add a note explaining why you're saving the call, which is added to all selected calls.

7. Click Add calls.

Note:

Bulk add is available for full calls only. To save a call snippet, open the call page and add the snippet from there.

Add a snippet to a folder from the call page

Save part of a call, rather than the entire call, so it's easier and quicker to revisit important parts.

1. Go to the call page and click under the call screen.

2. Yellow bars appear on the timeline below the call screen. Move the bars to highlight the part of the call you want to select.

3. In the open action menu, click Add to library.

4. In the screen that opens, choose the folder where you want to save the snippet. You can also create a new folder. For more about folders.

5. Add a note about the snippet you’re adding. This note appears in the library, reminding you and your teammates why you’ve saved the snippet.

6. Click Add snippet The snippet is now in the folder you selected, and anyone with access to the folder will see it.