--- title: "View and work with Account boards" slug: "view-and-work-with-account-boards" updated: 2026-10-07T12:58:38Z published: 2026-10-07T12:58:38Z canonical: "help.gong.io/view-and-work-with-account-boards" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # View and work with Account boards > **Who can use this**: Any team member > > **Available on**: Gong Forecast Forecast Essentials > > **Ideal for**: Sales rep, Sales manager, RevOps > > **Required permissions:** Account boards access From the account board, you can filter and sort accounts, update CRM fields directly, and open the Account panel to review activity and context for any account. ## Navigate and filter your board Focus the board on the accounts and time frame relevant to your review with these controls. Each control works independently. **To navigate and filter your board:** 1. From the left sidebar, click **Revenue**, and select **Accounts**. 2. Set any of the following controls to focus the board on the accounts you need: - **Switch boards:** Click the board name at the top and select a board from the list. - **Change whose accounts appear:** 1. (Optional) Click **+ Select multiple teams or members** to view more than one at once. 2. Click the selector next to your name. 3. Select a team member or team. 4. Click **APPLY**. - **Filter by date:** Select a preset or custom date range from the date control. Available only when the board includes a date field. - **Add an ad hoc filter:** Click **+ Add filter**, select a field, and set the condition. Filter fields are CRM or Gong fields. Filters apply across all tabs on the board. - **Sort:** Hover over a column header and click the arrow that appears. - **Change accounts per page:** Click the page-size selector at the bottom of the board, and select 10, 20, or 50. > [!NOTE] > Note: > > The board opens on the last board you viewed. > [!NOTE] > Note: > > Each tab on the board shows a different group of accounts based on saved filter logic. Each tab shows aggregated metrics for its group. Switching tabs changes which accounts are shown, not which filters are applied. Ad hoc filters you add narrow the results within whichever tab is active. > [!TIP] > Tip: > > To see the filter logic that defines which accounts appear on a tab, hover over the **?** icon on the tab header. ### View the Activity timeline If the board has Activity columns, each cell shows recent calls, emails, meetings, and other interactions captured in Gong. Click a cell to see all past and scheduled activity. ## Update CRM fields from the board Edit CRM field values directly from the board without leaving the account list. Changes write back to your CRM immediately. > [!NOTE] > **Required permissions:** > > Update CRM fields in Gong **To update a CRM field:** 1. From the left sidebar, click **Revenue**, and select **Accounts**. 2. Click the cell in the account row you want to edit. 3. Enter the new value or select from the available options. 4. Press **Enter** to save the change. 5. (If prompted) Log in to your CRM. A checkmark appears when the update has been written to your CRM. > [!NOTE] > Note: > > The new value shows with a spinner while saving, then a checkmark that disappears after a couple of seconds. If the edit fails, you see an error marker and a message. Errors come back from the CRM. > > Inline editing is supported for Salesforce, HubSpot, and Dynamics 365. For HubSpot, your own HubSpot field permissions apply. Some Dynamics 365 fields have editing restrictions. Multi-select picklist and reference fields are read-only, and only CRM fields can be edited. ## Use the Account panel The Account panel gives you account context without navigating away from the board. Open it for any account to drill down into the account's activity, deals, briefs, and CRM fields. **To use the Account panel:** 1. From the left sidebar, click **Revenue**, and select **Accounts**. 2. Click any account name or activity cell. 3. Click the tab you need: - **Overview:** Account details, open and recently closed deals, and an AI brief entry point. - **Activity:** Interactions with the account across calls, emails, and meetings. Filter by activity type or tracker. - **Briefs:** AI-generated account summary. Click **Change brief** to select a different brief type, scope, or time period. - **To-dos:** Tasks linked to this account. Requires Gong Engage. - **Notes:** Team notes for the account. Requires Gong Engage. - **CRM:** CRM fields for the account. Click **Show/Hide fields** to adjust which fields are visible. Requires Gong Engage and the Update CRM fields in Gong permission to edit fields. 4. (Optional) Click **Assistant** in the panel header to ask a question about the account or its deals. 5. (Optional) Click **Go to account** at the top of the panel to open the full Account console. It opens in a new tab. Learn more about [the Account console](/docs/en/about-the-account-console). ## Frequently asked questions ****Why can't I edit a CRM field on the board?**** Check the following: you need the Update CRM fields in Gong permission; the field must be supported for inline editing (multi-select picklist and reference fields are read-only, and only CRM fields can be edited); and your CRM must be Salesforce, HubSpot, or Dynamics 365. If this is your first inline edit, Gong asks you to log in to your CRM first. ****Why do my filter results look different from the tab total?**** Ad hoc filters narrow the accounts shown within the selected tab. If the counts diverge significantly, check whether your filters are excluding accounts you expect to see, or whether a date range is active that narrows the result. ****I switched workspaces and my boards are gone. Where did they go?**** Boards are workspace-specific. Each workspace has its own set of boards, and boards from one workspace are not visible in another. Switch back to your original workspace to see those boards again. Any team member can access this feature if they have the required permissions. Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). Gong’s Deal Execution package with full pipeline management, granular deal intelligence, and all the essentials needed for reality-based forecasting. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A quota-carrying sales representative who manages client relationships. Reps can be Account executives (AEs) or Sales Development Representatives (SDRs). A team member who manages a team of sales reps. A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards. Gong’s AI-driven sales engagement solution that helps sales teams prioritize, personalize, and automate outreach activities to accelerate their pipelines. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A unified workspace that brings together account activity, AI insights, and CRM data in one place. [Learn more about the Account console](/v1/docs/view-and-manage-accounts-with-the-account-console).