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Question

Viewing Playbooks in Account Overview Screen

  • 6 August 2024
  • 3 replies
  • 27 views

We’ve recently started using a customised version of the Gong playbook. It works really well on dealboards and under Points of Interest for individual calls.

Where it can’t be seen as far as I can tell is the Account Overview screen. Reps would like to have an easy view of it when reviewing their accounts.

Does anyone have any ways around this, or do you think this would be a useful feature development?

 

Hey @Ed Franklin! Checking with the team on some potential workarounds. Will get back to you ASAP!


Hi again @Ed Franklin — currently, the playbook feature is only available on the Gong Deals board, but let me know what you mean by account views in this context and I can look into it for you.


Hi Molly,
It’s the account overview page the team were interested in. Pages with this url gong.io/account?id=71789827566837xxxxxxx

 

Accessed via this button 

 


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