Create and manage folders

Organize calls and call snippets in folders so they're easy to find them when you want to revisit. Review your own calls, coach others, collaborate with your team, and more.

There are two libraries for keeping folders:

• Your library contains folders you create and folders people share with you. It's ideal for organizing calls that are private, or calls that are relevant to specific teams or people. Saving calls in library folders doesn't change access to the calls, and if a call is set to public, it stays public.

• Company library contains folders appropriate for all teams in your company, and is usually managed by a company-wide team such as enablement. Folders here tend to focus on onboarding, training, new initiatives, marketing strategies, and more.

Access to library folders, and the ability to create folders, is set in your permission profiles. If you don't have access and think you should, contact your Gong tech admin.

Create a folder

You can create folders from inside the library, or directly from a call. Folders show you the following info:

• Folder name

• Number of calls and folders it contains

• Name of the person who created the folder

• Number of times people listened to calls in the folder (internal views only)

Click a folder to open it and see the calls that are inside of it. From here, you can listen to the calls, read the call brief, see how many people (internally) have listened to the call. To add a note about the call (for example, what you heard or how you want to follow up) hover the in the top right corner of the call and select Add note.

Create a folder from the library

1. Go to Conversations > Your Library or Conversations > Company Library.

2. Click +NEW at the top of the left panel and choose Folder, or click + beside any folder name and choose Folder.

    

3. Give the folder a name and select a destination folder. People who have access to the destination folder will have access to this one, too.

4. If you want to share the folder with others, mark I want to share with other members. You'll be prompted to choose team members you want to share it with, and can add a message if you like. Choose team members and click SHARE FOLDER.

5. If you don't want to share the folder with others, click CREATE. You can share the folder with team members any time later, if you like.

Create a folder from a call

1. Open the call page for the call you that you want to save in a folder.

2. In the top right corner, click Add to Library.

3. From here, you can save the call in an existing folder, or click CREATE NEW FOLDER.

4. Give the folder a name and select a destination folder. People who have access to the destination folder will have access to this one, too. Click CREATE.

5. This folder is now created and you can continue to add the call to it.

Note: The ability to create folders is set in your permission profile. If you can't create folders, contact your Gong admin.

Share folders

Sharing folders enables you to collaborate, share best practices, and more. Once you've shared a folder with someone, they can add and remove calls from the folder. If you don't see the option to share folders and think you should, contact your admin.

Share a folder

1. Go to Conversations > My Library.

2. Hover over the folder you want to share and click .

3. Click Share and choose who you want to share the folder with. Team members are notified that you shared a folder with them, and will see the shared folder in their own library, under Folders shared with you.

4. Click SHARE FOLDER.

Stop sharing a folder

1. Go to Conversations > My Library.

2. Hover over the folder you want to stop sharing and click .

3. Under People with access, click Remove next to the name of the person you want to stop sharing with.

4. Click UPDATE to save changes.

Rename a folder

To rename a folder, click beside the folder name and click Rename. You can only rename folders you've created.

Move a folder

To move a folder, click beside the folder name and click Move. In the dialog that opens, choose where you want to move the folder, and then click Move.

Note

Access to the moved folder aligns with the new location. So whoever has access to the parent folder in the new location will have access to the moved folder.

You can only move folders you've created. At the moment it is not possible to bulk-move folders.

Copy a folder

To copy a folder to a different location, click beside the folder name and click Copy. In the dialog that opens, choose where you want to place the copied folder, and then click Copy.

Note: Access to the copied folder aligns with the new location. So whoever has access to the parent folder in the new location will have access to the copied folder.

You can only copy folders you've created. At the moment, it's not possible to bulk-copy folders.

Remove a folder

Removing folders from your library doesn't affect the calls saved in the folders. You can delete folders from your library, and archive folders in the company library.

• Your library: To remove folders from your library, click and select Delete. We'll let you know if the folder has been shared with others.

• Company library: To remove folders from the company library, click and select Archive. The folder is archived (not deleted) and can restored later by a company business admin.