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My team has a list of A accounts I would love to put into a deal board to track progress and attempts to crack into to these acccounts but they do not have active opportunities.

 

Is there a work around I could use here?

 

 

Michael 

This question comes up a lot, and there are 2 options I've seen. 

 

1) Create Zero Sum Opportunities

This is a pretty popular option. 

Create an opportunity for each "A" account, amount = $0, and some way to distinguish these opportunities from the regular opportunities. (E.g. A record type, or some picklist value, etc.) 

This would be easy to do using either a data loader or manually in the UI. 

 

Why do this?

It causes Gong to associate activity against the account/ opportunity and it now shows up in your deal board. 

 

Caveats:

  • The zero sum opportunities may throw off some CRM reporting, and you may need to change some existing reports / dashboards to exclude them 
  • Likewise you may need to a Deal board filter to existing boards to exclude these new zero sum deals 

 

2) Ask your CSM about Account Based Boards

Given how much your question comes up, I encourage you to ask your CSM if there are any future product enhancements that may address this.

 

 

Feel feel to leave feedback on #1 as I’m curious on your thoughts and how practical this approach is. 

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