Hi Visioneers!
I’m Haley, a Digital Customer Success Manager here at Gong, and I’m here to help you dive into deal boards and how to customize them.
Listen to this call for a walkthrough of how to customize your Deal Board!
https://www.loom.com/share/a999d6b6dcb34552b7bdcee9ea54a281
The top 5 takeaways from this call are:
- Gong allows customizing deal boards by selecting fields from the CRM (Salesforce or HubSpot) to be displayed in Gong's calls and deals pages.
- Deal boards can be created or edited, with the ability to add filters to view specific types of opportunities like new business, renewals, or expansions.
- The deal board tabs can be customized based on the team's pipeline review process, such as by Forecast category or deal stages.
- Various columns and trackers can be added to the deal board to monitor important deal information like budget, decision-makers, next steps, and potential risks or objections.
- Warnings can be set up to alert the team on deal stalling, lack of activity, or insufficient contacts, helping to identify deals that need attention.
Check out these links for more information!
Best,
Haley