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Question

Viewing Playbooks in Account Overview Screen


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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?

 

3 replies

Molly Kipnis
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  • Community Manager
  • 597 replies
  • August 9, 2024

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


Molly Kipnis
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  • Community Manager
  • 597 replies
  • August 9, 2024

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.


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  • Author
  • Community Newbie
  • 1 reply
  • August 12, 2024

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

 

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