Who can use this: Tech admin, Business admin
Available on: Gong Engage
Change the order of your compliance policies, edit or duplicate a policy, set a different default, or delete policies you no longer need. The order controls which policy applies when a contact or lead matches more than one. You can also create a compliance policy for a new group of contacts or leads.
Change policy priority
When a contact or lead matches more than one policy, Gong applies the first match in the list, so put your most specific policies at the top. The default policy always comes last.
To change a policy's priority:
From the left sidebar, click Admin center.
In the Settings tab, click Compliance under the Gong Engage card.
Click the Compliance policies tab, and drag the policy up or down the list.
Note: You can move a policy only after you add filters to it.
Manage a policy
Edit a policy when your rules change, or duplicate it to start a similar policy without rebuilding the filters. You can also make a different policy the default, and delete policies you no longer need. Deleting a policy doesn't change past activity.
To manage a compliance policy:
From the left sidebar, click Admin center.
In the Settings tab, click Compliance under the Gong Engage card.
Click the Compliance policies tab.
Click the More actions
icon for the policy, and select what you want to do:Edit: Change the policy's settings, and click Save.
Duplicate: Create a copy of the policy, then edit the copy's name, filters, and settings.
Set as default: Confirm by clicking Set as default. The policy replaces your current default, and its filters are removed.
Delete: Confirm by clicking Delete. This can't be undone.
Note:
The default policy can't have filters, so it covers everyone no other policy matches. To delete the default policy, set a different policy as the default first.