Prioritize your accounts
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Prioritize your accounts


Article summary

Note

Working with Gong Engage requires an Engage seat.

Who's this for? Reps

Where to go? Sidebar > Engage > Accounts

Within Engage, you get complete account context to help you understand which ones need your attention. You can search and filter your accounts list, see any recent engagement you should know about, and review account notes and activity.

See the accounts that are relevant to you

Accounts is your go-to place for viewing all information about the accounts you want to see, including contacts, activity, to-dos, and more. Click an account name from the panel on the left to open up its details.

By default, the accounts are already filtered to show only accounts assigned to you. To see all accounts, remove the Account assignee filter.

assigned_to_filter.png

To bring back the Account assignee filter, click Add filter on the left-hand side above the list of accounts. Select the Account assignee filter, and then select the person whose accounts you want to see. If you want to see only your accounts, select You as the field value.

manage_filter___you.png

Accounts you see on this page are shown based on CRM assignment, as set up by your admin. This means multiple teammates might see the same account. If you aren't seeing accounts and you think you should be, talk to your admin.

Filter the accounts list

With advanced filtering for all CRM field types, you can use filters to see only the accounts that match certain criteria. You can filter by any account CRM fields that are imported to Gong. If you don't see the CRM field you need, reach out to your admin to import it.

You can choose multiple fields to filter by. We'll keep them for you until you clear them, so that even if you leave this page, the filters you chose will still be there when you come back.

mult_filters.png

Save and share filters

By saving a set of filters, you can easily jump between different account lists while you work. Copy the saved filter's URL to share it with a team member. Any lists you create are visible to all other team members. 

Sort the accounts list

You can sort accounts in Accounts by CRM value. This is handy for managing large account lists, and you can easily identify and prioritize accounts with high conversion potential by sorting based on engagement and fit scores from 3rd party vendors. Only numeric fields that are imported from your CRM are available for sorting. You can also change the order between ascending and descending.

By default, accounts are sorted by name. Even if you leave Accounts, the sorting you chose will still be there when you come back.

Create and view notes about an account

Take down notes about an account for you and your teammates to refer back to. You can add a new note from Accounts by clicking +New > Note at the top right, or from the Notes section when clicked into a specific account page. All notes related to the account will be presented in this section, sorted by date last edited.

Notes must be linked to a specific account. In addition, you can link a note to specific contacts. Any team member with access to the account can also see your note, but not edit it.

Update your CRM

Easily view and update CRM fields for an account by going to the CRM section. From here, you can update field values or open the account in your CRM. Click Show/Hide Fields to change the fields you want to see.

Sales_engage_accounts_updatecrm.png

If you see fields that are disabled, it means that either you don't have permission to update or import them, or the field types are not supported in Gong. If you don’t have permission, contact your admin and ask them to either import the fields for you or update your permission so you can import CRM fields yourself.

We currently don’t support rich text fields for HubSpot, or multiple checkbox fields for both HubSpot and Salesforce.

Review account activity

From Accounts, click on an account from the list on the left to review its activity.

  • Open an account in your CRM: See an account in your CRM directly from any account page. Click open_in_crm.pngin the top right corner.

  • Review an account's activity timeline: Need some context? Click Review_account.png in the top right corner to see the account’s related deals and activity timeline. You can scroll through the account’s activity timeline to see any communications that were exchanged by an account or an individual person. Each activity card in the timeline gives an overview of the activity. Click a card to see more detailed information per activity in the right pane.

  • See who owns an account: Collaborating on an account? Find out who the account owner is, listed next to the account name at the top left. This is mapped to the owner field in the CRM.

      Sales_engage_accounts_owner

  • Activity section: In the Activity section, you'll see the account's activity for the last 21 days. To view all account activity, click See all activity or Review account in the top right corner.

      See_all_activity.png

  • Contacts section: By default, you can see contacts under accounts you have access to. Search and use filters to find the right people faster. Hover the name of any contact to see details such as email address, phone number, and more.

      Hover_contact_card.png

    By default, the list of contacts is sorted by most recently created or updated.

  • Get more context on a contact: Click on a person's name to open a panel with information relating to that contact. You can enter a question that relates to interactions with that contact, and using Gong’s AI, we’ll give you an answer based on the past 80 calls and 10 emails.

Save time when listening to calls with call spotlight

As a part of reviewing account activity, you might find it helpful to listen back to calls you or your teammates had. Save time with call spotlight, visible when you open any outbound call in English. Call spotlight shows you everything you need to know about the call at a glance, including:

  • Basic call info: This includes date, length of call and participants.

  • Outcome: Was a meeting booked? Should you follow up soon? Did you reach the wrong person? See this info right away, so you know how the call ended.

  • Next step: Did the call end with an action item? Could be something like “Send an email with meeting details” or “Follow up in 4 months”. If there are no next steps, you'll see "No further action".

  • Call brief: Click this tab to see a short summary of the call.

  • Prospect highlights: This includes anything the prospect said that may be helpful for follow up. For example, if they mentioned that someone is on holiday or if there have been layoffs recently.


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