Good morning,
I’m new to Gong, and working my way through the training resources. I love the Deal-Board insights, but I’m trying to find a way to customize it to show new-business prospects, that don’t have an associated opportunity or closing date in Salesforce.
Does anyone have experience with this, or will I need to force a “dummy” field in Salesforce in order to have it show in the Gong Deals?
Thanks for your help.
Best answer by Molly Kipnis
Hi again
Unfortunately, deals are tied to opportunities, so that’s a requirement to use deals. You’d need to create an account for the new business prospect, then create an opportunity within that account.
I hope this helps!
+2Hey
+2Hi again
Unfortunately, deals are tied to opportunities, so that’s a requirement to use deals. You’d need to create an account for the new business prospect, then create an opportunity within that account.
I hope this helps!
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