Open the account in a third-party app

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Who can use this: Any team member

Available on: Any Gong plan

Where to go: Open the relevant call.

If you're reviewing a call and need to check something about the account in your CRM (or Clari, if enabled), you can open it right from the call page.

  1. Go to the call page.

  2. Click in the top right corner, .

  3. Select Open in CRM or Open in Clari.