Update your CRM from Engage

  • Updated on Aug 11, 2025
  • Published on Apr 10, 2024
  • 2 minute(s) read
  • d
  • Kelly Gerson
  • Deborah Landau
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Silhouette of a person standing, representing human figures in various contexts.Sales rep

Diamond.png Gong Engage*

Save time and ensure your pipeline data is always accurate by updating CRM information directly within Gong Engage.

The CRM tab is available for your deals, accounts, and contacts. By default, you’ll see the CRM fields that your tech admin has configured for you and your team. The ability to create your own personalized CRM tab to match your workflow is based on your permissions.

If you have this permission, you can create a personal configuration that overrides the default. This allows you to:

  • Select which fields to display. Choose from any CRM field imported into Gong for that deal, account, or contact

  • Decide the order of display. Arrange the selected fields in any order you prefer

Your personal layout is saved automatically and will only apply to your Gong account, so it won't affect what your teammates see.

Where you can update CRM fields

You'll see CRM fields that you can update in several places in Engage, including the following:

  • In Pipeline. Drill down into any deal and you'll see the CRM fields along the top. Click the double-arrow beside the fields to open the Show/Hide panel.

      2023-08-23_14-43-51.png

    Also in Pipeline, open any deal to see 4 main tabs. Open the CRM tab to show the CRM fields that you can update. Click Show/Hide Fields to edit the list of fields.

     

  • In Accounts: Drill down into any account and you'll see the CRM tab at the far right. Click Show/Hide Fields to edit the list of fields.

  • Person view: Click on a person's name in Engage to open their person view panel. Open the CRM tab on the right, and you can update CRM fields directly from here.

  • While making calls or sending emails: Open the CRM tab on the right side of the email composer or dialer to efficiently update account and deal CRM fields on the spot.

Customize your CRM tab

CRM tab for any deal, account, contact or lead in Engage

  • Click Show/Hide fields to see a list of all available CRM fields imported for that object type. Select the fields you want to see.

  • To reorder your fields, simply drag and drop them into your desired order. When you add a new field to your tab, it automatically appears at the bottom of the list, ready for you to reorder.

  • Your changes are saved automatically, even when you log out of Gong and log back in

The ability to change CRM fields is based on your permissions. If you don't see it and think you should, contact your tech admin.

Which CRM fields you can edit

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.

Showing/hiding fields does not affect which information about the deal, account, or person is shown elsewhere in Gong.

*The features available to you depend on your company’s plan and your assigned seats.

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